+1,049.8%
MDB vs KMB
+24.5%
+1,025.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -4.0% |
| 7D | -17.4% | -3.0% | -14.4% | -17.3% |
| 30D | -2.0% | -5.5% | +3.4% | -1.6% |
| 3M | -3.0% | +14.0% | -17.0% | -4.0% |
| 6M | +48.7% | +4.1% | +44.6% | +48.2% |
| YTD | -12.1% | +8.0% | -20.2% | -12.4% |
| 1Y | +14.5% | -13.7% | +28.2% | +15.9% |
| 3Y | -6.1% | -5.9% | -0.2% | -7.2% |
| 5Y | -27.3% | -8.6% | -18.7% | -28.3% |
| All | +1,049.8% | +24.5% | +1,025.3% | +988.3% |
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