-12.1%
MDB vs ROIV
+93.5%
-105.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.2% | -3.5% | +2.4% |
| 7D | -11.4% | +5.3% | -16.7% | -11.5% |
| 30D | -13.8% | +11.9% | -25.7% | -14.2% |
| 3M | -15.5% | +10.7% | -26.2% | -16.0% |
| 6M | +17.9% | +34.9% | -17.0% | +15.0% |
| YTD | -25.5% | +79.2% | -104.6% | -31.3% |
| 1Y | -12.1% | +89.0% | -101.1% | -18.0% |
| All | -12.1% | +93.5% | -105.6% | -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