+959.5%
MDB vs AMC
-96.9%
+1,056.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.6% |
| 7D | +11.6% | +8.4% | +3.1% | +11.1% |
| 30D | -8.9% | +9.2% | -18.1% | -9.3% |
| 3M | -22.4% | +32.0% | -54.4% | -23.6% |
| 6M | +10.1% | +149.3% | -139.2% | +4.6% |
| YTD | -19.0% | +114.1% | -133.1% | -22.8% |
| 1Y | -7.0% | +35.8% | -42.8% | -9.6% |
| 3Y | -9.8% | -58.3% | +48.5% | -10.2% |
| 5Y | -40.1% | -99.2% | +59.1% | -34.9% |
| All | +959.5% | -96.9% | +1,056.4% | +1,033.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling