+920.8%
MDB vs BUD
-20.0%
+940.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.3% |
| 7D | -0.9% | +1.3% | -2.3% | -1.4% |
| 30D | -15.2% | +10.0% | -25.2% | -18.1% |
| 3M | -17.9% | +1.6% | -19.5% | -18.7% |
| 6M | +9.3% | +6.5% | +2.8% | +6.1% |
| YTD | -22.0% | +34.8% | -56.8% | -30.6% |
| 1Y | -9.3% | +36.5% | -45.8% | -19.8% |
| 3Y | -10.4% | +49.0% | -59.3% | -24.6% |
| 5Y | -43.2% | +51.7% | -94.9% | -53.1% |
| All | +920.8% | -20.0% | +940.8% | +850.4% |
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