+11.6%
MDB vs NUE
+83.1%
-71.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.3% | +4.1% |
| 7D | -2.8% | -2.7% | -0.1% | -3.2% |
| 30D | -14.9% | -6.1% | -8.8% | -15.4% |
| 3M | +7.3% | +2.2% | +5.1% | +9.1% |
| 6M | +38.2% | +50.8% | -12.6% | +41.0% |
| YTD | -10.9% | +57.5% | -68.5% | -8.9% |
| 1Y | +11.6% | +82.5% | -70.8% | +10.0% |
| All | +11.6% | +83.1% | -71.4% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling