+1,010.1%
MDB vs AZO
+390.3%
+619.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -3.1% |
| 7D | -18.0% | -0.5% | -17.5% | -17.8% |
| 30D | -10.7% | -5.6% | -5.1% | -9.1% |
| 3M | +1.0% | -4.0% | +5.0% | +2.0% |
| 6M | +31.6% | -18.9% | +50.6% | +40.0% |
| YTD | -15.2% | -13.0% | -2.2% | -11.4% |
| 1Y | +10.1% | -30.4% | +40.6% | +22.8% |
| 3Y | -5.6% | +12.7% | -18.3% | -13.8% |
| 5Y | -24.5% | +89.6% | -114.2% | -43.8% |
| All | +1,010.1% | +390.3% | +619.8% | +593.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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