-7.7%
MDB vs NDAQ
+28.8%
-36.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.6% | -3.6% |
| 7D | -16.5% | +3.9% | -20.5% | -18.6% |
| 30D | -8.6% | +19.0% | -27.6% | -18.7% |
| 3M | -13.6% | +17.6% | -31.2% | -22.2% |
| 6M | +24.1% | +21.0% | +3.1% | +9.6% |
| YTD | -21.8% | +14.1% | -35.8% | -28.0% |
| 1Y | -7.7% | +29.4% | -37.2% | -8.8% |
| All | -7.7% | +28.8% | -36.5% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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