+1,017.5%
MDB vs APTV
-44.2%
+1,061.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.3% | +1.8% |
| 7D | -4.5% | -1.2% | -3.4% | -4.2% |
| 30D | -14.0% | -10.6% | -3.3% | -9.9% |
| 3M | +5.3% | -35.0% | +40.3% | +24.3% |
| 6M | +31.9% | -38.9% | +70.8% | +57.1% |
| YTD | -14.6% | -41.5% | +26.9% | +3.3% |
| 1Y | +8.2% | -45.8% | +54.1% | +35.0% |
| 3Y | -5.0% | -55.7% | +50.7% | +23.7% |
| 5Y | -24.5% | -70.1% | +45.6% | +15.7% |
| All | +1,017.5% | -44.2% | +1,061.7% | +1,091.4% |
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