+920.8%
MDB vs APTV
-50.0%
+970.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.2% | +3.5% | +4.1% |
| 7D | -0.9% | -9.8% | +8.8% | +3.3% |
| 30D | -15.2% | -8.9% | -6.3% | -11.9% |
| 3M | -17.9% | -19.5% | +1.5% | -10.2% |
| 6M | +9.3% | -31.1% | +40.4% | +23.7% |
| YTD | -22.0% | -47.5% | +25.6% | -1.2% |
| 1Y | -9.3% | -52.3% | +43.0% | +19.8% |
| 3Y | -10.4% | -45.2% | +34.8% | +4.3% |
| 5Y | -43.2% | -76.9% | +33.6% | -4.0% |
| All | +920.8% | -50.0% | +970.8% | +1,039.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling