+875.5%
MDB vs BB
-21.9%
+897.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.4% | -1.7% | +1.4% |
| 7D | -11.4% | +3.8% | -15.2% | -12.4% |
| 30D | -13.8% | -0.3% | -13.5% | -13.6% |
| 3M | -15.5% | -0.5% | -15.0% | -15.8% |
| 6M | +17.9% | +45.9% | -28.0% | +3.1% |
| YTD | -25.5% | +130.6% | -156.1% | -43.4% |
| 1Y | -12.1% | +89.2% | -101.3% | -29.5% |
| 3Y | -5.9% | +137.5% | -143.4% | -33.2% |
| 5Y | -43.7% | -20.9% | -22.8% | -49.6% |
| All | +875.5% | -21.9% | +897.4% | +581.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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