+8.2%
MDB vs APTV
-45.8%
+54.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.3% | +0.9% |
| 7D | -4.5% | -1.2% | -3.4% | -4.4% |
| 30D | -14.0% | -10.6% | -3.3% | -13.1% |
| 3M | +5.3% | -35.0% | +40.3% | +9.5% |
| 6M | +31.9% | -38.9% | +70.8% | +41.2% |
| YTD | -14.6% | -41.5% | +26.9% | -6.3% |
| 1Y | +8.2% | -45.8% | +54.1% | +18.5% |
| All | +8.2% | -45.8% | +54.1% | +18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling