+1,010.1%
MDB vs RVTY
+85.8%
+924.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.0% | -1.9% |
| 7D | -18.0% | +0.4% | -18.4% | -18.5% |
| 30D | -10.7% | +10.8% | -21.6% | -16.7% |
| 3M | +1.0% | +26.8% | -25.8% | -15.2% |
| 6M | +31.6% | +39.3% | -7.7% | +2.2% |
| YTD | -15.2% | +31.6% | -46.8% | -32.1% |
| 1Y | +10.1% | +47.7% | -37.6% | -20.0% |
| 3Y | -5.6% | +19.9% | -25.6% | -28.9% |
| 5Y | -24.5% | -32.3% | +7.8% | -4.3% |
| All | +1,010.1% | +85.8% | +924.3% | +512.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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