+954.3%
MDB vs APTV
-50.6%
+1,005.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.3% | +2.0% |
| 7D | +3.0% | -8.9% | +11.9% | +7.2% |
| 30D | -11.3% | -9.5% | -1.8% | -7.7% |
| 3M | -23.0% | -20.6% | -2.4% | -15.3% |
| 6M | +14.8% | -28.9% | +43.6% | +28.0% |
| YTD | -19.4% | -48.2% | +28.8% | +2.5% |
| 1Y | -9.0% | -51.7% | +42.7% | +19.5% |
| 3Y | -10.3% | -48.1% | +37.8% | +7.2% |
| 5Y | -38.4% | -76.7% | +38.3% | +4.1% |
| All | +954.3% | -50.6% | +1,005.0% | +1,082.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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