-9.1%
MDB vs BBY
+38.4%
-47.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.1% | +0.9% |
| 7D | -4.5% | +1.2% | -5.7% | -4.8% |
| 30D | -14.0% | +6.8% | -20.8% | -15.4% |
| 3M | +5.3% | +18.7% | -13.4% | +1.2% |
| 6M | +31.9% | +37.3% | -5.4% | +22.0% |
| YTD | -14.6% | +35.3% | -49.9% | -21.1% |
| 1Y | +8.2% | +20.7% | -12.4% | +2.4% |
| All | -9.1% | +38.4% | -47.5% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 3y: compounded portfolio wealth divided by compounded BBY 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…
3y analysis · Full analysis span regression · 6 months rolling