+9.1%
MDB vs NVD
-52.8%
+61.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.1% |
| 7D | -1.8% | +10.8% | -12.6% | +0.5% |
| 30D | -17.3% | +0.8% | -18.0% | -16.7% |
| 3M | +2.2% | -20.8% | +23.0% | -1.4% |
| 6M | +33.9% | -41.2% | +75.0% | +25.1% |
| YTD | -13.7% | -44.2% | +30.5% | -19.9% |
| 1Y | +9.1% | -54.2% | +63.2% | -0.2% |
| All | +9.1% | -52.8% | +61.9% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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