+1,010.1%
MDB vs BUD
-25.0%
+1,035.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.2% |
| 7D | -18.0% | +0.8% | -18.8% | -18.2% |
| 30D | -10.7% | -4.8% | -5.9% | -9.4% |
| 3M | +1.0% | +1.4% | -0.4% | +0.1% |
| 6M | +31.6% | +9.9% | +21.8% | +26.3% |
| YTD | -15.2% | +26.3% | -41.5% | -22.6% |
| 1Y | +10.1% | +36.1% | -26.0% | -2.4% |
| 3Y | -5.6% | +48.6% | -54.2% | -20.6% |
| 5Y | -24.5% | +45.0% | -69.5% | -36.6% |
| All | +1,010.1% | -25.0% | +1,035.1% | +960.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling