+1,049.8%
MDB vs MDY
+133.7%
+916.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.2% |
| 7D | -17.4% | +0.1% | -17.6% | -17.7% |
| 30D | -2.0% | -1.5% | -0.5% | -0.2% |
| 3M | -3.0% | +0.8% | -3.8% | -4.0% |
| 6M | +48.7% | +7.4% | +41.3% | +35.2% |
| YTD | -12.1% | +15.2% | -27.3% | -25.8% |
| 1Y | +14.5% | +16.5% | -2.0% | -4.9% |
| 3Y | -6.1% | +46.8% | -52.9% | -39.1% |
| 5Y | -27.3% | +46.0% | -73.4% | -49.3% |
| All | +1,049.8% | +133.7% | +916.1% | +434.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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