-12.4%
MDB vs ROIV
+101.7%
-114.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.6% | 0.0% | +4.4% |
| 7D | -0.9% | +13.3% | -14.2% | -1.4% |
| 30D | -15.2% | +14.8% | -29.9% | -15.7% |
| 3M | -17.9% | +11.9% | -29.8% | -18.4% |
| 6M | +9.3% | +42.4% | -33.1% | +6.4% |
| YTD | -22.0% | +87.4% | -109.4% | -28.0% |
| All | -12.4% | +101.7% | -114.2% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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