+1,049.8%
MDB vs NUE
+453.2%
+596.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.9% |
| 7D | -17.4% | +4.2% | -21.7% | -18.7% |
| 30D | -2.0% | -5.0% | +3.0% | -0.8% |
| 3M | -3.0% | -0.2% | -2.8% | -3.9% |
| 6M | +48.7% | +49.1% | -0.5% | +27.9% |
| YTD | -12.1% | +61.0% | -73.1% | -26.8% |
| 1Y | +14.5% | +82.5% | -68.0% | -9.1% |
| 3Y | -6.1% | +57.9% | -64.1% | -24.0% |
| 5Y | -27.3% | +146.6% | -173.9% | -48.5% |
| All | +1,049.8% | +453.2% | +596.6% | +528.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling