+10.1%
MDB vs RVTY
+48.7%
-38.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.0% | -3.1% |
| 7D | -18.0% | +0.4% | -18.4% | -18.1% |
| 30D | -10.7% | +10.8% | -21.6% | -12.3% |
| 3M | +1.0% | +26.8% | -25.8% | -4.3% |
| 6M | +31.6% | +39.3% | -7.7% | +20.3% |
| YTD | -15.2% | +31.6% | -46.8% | -20.1% |
| 1Y | +10.1% | +47.7% | -37.6% | +2.8% |
| All | +10.1% | +48.7% | -38.5% | +2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling