+935.2%
MDB vs PAAS
+167.7%
+767.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.8% | +7.2% | +2.8% |
| 7D | -1.0% | +4.2% | -5.2% | -2.1% |
| 30D | -14.0% | -13.8% | -0.2% | -10.9% |
| 3M | -20.3% | -22.7% | +2.4% | -15.8% |
| 6M | +10.9% | -32.1% | +42.9% | +20.0% |
| YTD | -20.9% | -22.3% | +1.4% | -17.8% |
| 1Y | -11.2% | +7.7% | -18.9% | -15.4% |
| 3Y | -11.9% | +214.0% | -225.9% | -38.8% |
| 5Y | -40.2% | +63.2% | -103.4% | -52.6% |
| All | +935.2% | +167.7% | +767.4% | +685.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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