-24.5%
MDB vs BAX
-67.0%
+42.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.8% | +0.3% | -2.7% |
| 7D | -18.0% | -2.4% | -15.6% | -17.6% |
| 30D | -10.7% | -9.7% | -1.0% | -8.9% |
| 3M | +1.0% | +29.3% | -28.3% | -4.2% |
| 6M | +31.6% | +40.7% | -9.0% | +22.2% |
| YTD | -15.2% | +30.3% | -45.4% | -20.5% |
| 1Y | +10.1% | +3.4% | +6.7% | +8.1% |
| 3Y | -5.6% | -32.0% | +26.4% | +0.1% |
| 5Y | -24.5% | -66.9% | +42.3% | +0.5% |
| All | -24.5% | -67.0% | +42.5% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BAX 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling