+875.5%
MDB vs KMB
+28.6%
+846.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +2.8% |
| 7D | -11.4% | +0.5% | -11.8% | -11.4% |
| 30D | -13.8% | +12.4% | -26.2% | -14.6% |
| 3M | -15.5% | +1.0% | -16.4% | -15.6% |
| 6M | +17.9% | +12.1% | +5.8% | +16.8% |
| YTD | -25.5% | +11.6% | -37.1% | -25.9% |
| 1Y | -12.1% | +13.1% | -25.2% | -12.8% |
| 3Y | -5.9% | +1.6% | -7.4% | -7.9% |
| 5Y | -43.7% | -0.3% | -43.4% | -45.1% |
| All | +875.5% | +28.6% | +846.8% | +820.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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