-12.4%
MDB vs BUD
+37.1%
-49.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +5.1% |
| 7D | -0.9% | +1.3% | -2.3% | -0.4% |
| 30D | -15.2% | +10.0% | -25.2% | -13.1% |
| 3M | -17.9% | +1.6% | -19.5% | -17.9% |
| 6M | +9.3% | +6.5% | +2.8% | +10.6% |
| YTD | -22.0% | +34.8% | -56.8% | -8.6% |
| All | -12.4% | +37.1% | -49.5% | +1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling