+1,010.1%
MDB vs AU
+1,266.8%
-256.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.3% | -3.3% |
| 7D | -18.0% | -0.3% | -17.7% | -18.0% |
| 30D | -10.7% | +12.8% | -23.5% | -12.5% |
| 3M | +1.0% | +28.5% | -27.5% | -3.1% |
| 6M | +31.6% | +4.8% | +26.8% | +29.0% |
| YTD | -15.2% | +31.0% | -46.1% | -19.4% |
| 1Y | +10.1% | +81.4% | -71.3% | -0.8% |
| 3Y | -5.6% | +618.4% | -624.1% | -32.7% |
| 5Y | -24.5% | +686.3% | -710.8% | -48.0% |
| All | +1,010.1% | +1,266.8% | -256.7% | +709.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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