+1,029.4%
MDB vs BRKR
+84.4%
+945.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -1.8% | -8.7% | +6.9% | +2.0% |
| 30D | -17.3% | -9.9% | -7.4% | -14.0% |
| 3M | +2.2% | -3.1% | +5.3% | -1.3% |
| 6M | +33.9% | +45.5% | -11.6% | +2.7% |
| YTD | -13.7% | +13.7% | -27.4% | -25.6% |
| 1Y | +9.1% | +67.4% | -58.4% | -25.4% |
| 3Y | -8.1% | -13.2% | +5.1% | -18.3% |
| 5Y | -25.9% | -39.5% | +13.6% | -18.5% |
| All | +1,029.4% | +84.4% | +945.1% | +553.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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