+942.1%
MDB vs NUE
+434.7%
+507.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.8% | -0.6% |
| 7D | +6.8% | +2.8% | +4.1% | +5.9% |
| 30D | -6.2% | -2.1% | -4.1% | -5.5% |
| 3M | -29.2% | -7.3% | -21.9% | -27.9% |
| 6M | +10.3% | +8.9% | +1.4% | +5.8% |
| YTD | -20.4% | +55.6% | -76.0% | -33.0% |
| 1Y | -4.8% | +74.7% | -79.5% | -23.2% |
| 3Y | -11.6% | +71.7% | -83.2% | -30.3% |
| 5Y | -41.0% | +141.2% | -182.2% | -57.8% |
| All | +942.1% | +434.7% | +507.4% | +474.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling