-6.4%
MDB vs ROIV
+200.3%
-206.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.6% | -4.5% |
| 7D | -17.4% | +0.6% | -18.1% | -17.6% |
| 30D | -2.0% | +1.0% | -3.0% | -2.4% |
| 3M | -3.0% | +18.3% | -21.3% | -7.8% |
| 6M | +48.7% | +18.3% | +30.4% | +40.2% |
| YTD | -12.1% | +61.0% | -73.1% | -25.6% |
| 1Y | +14.5% | +177.9% | -163.4% | -21.0% |
| All | -6.4% | +200.3% | -206.8% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling