-11.6%
MDB vs NDAQ
+117.7%
-129.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.5% | -1.5% |
| 7D | +6.8% | +1.3% | +5.6% | +5.9% |
| 30D | -6.2% | +18.0% | -24.2% | -18.2% |
| 3M | -29.2% | +11.5% | -40.8% | -35.2% |
| 6M | +10.3% | +21.1% | -10.8% | -5.9% |
| YTD | -20.4% | +12.8% | -33.2% | -28.0% |
| 1Y | -4.8% | +25.7% | -30.5% | -21.9% |
| 3Y | -11.6% | +116.8% | -128.4% | -53.3% |
| All | -11.6% | +117.7% | -129.3% | -53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling