-5.9%
MDB vs NDAQ
+122.6%
-128.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +2.5% |
| 7D | -11.4% | +0.8% | -12.2% | -12.0% |
| 30D | -13.8% | +16.5% | -30.4% | -24.2% |
| 3M | -15.5% | +13.5% | -28.9% | -23.8% |
| 6M | +17.9% | +20.9% | -3.0% | +0.4% |
| YTD | -25.5% | +11.4% | -36.9% | -32.1% |
| 1Y | -12.1% | +25.9% | -38.0% | -28.2% |
| 3Y | -5.9% | +119.9% | -125.7% | -55.3% |
| All | -5.9% | +122.6% | -128.5% | -55.3% |
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