-5.6%
MDB vs SNAP
-43.9%
+38.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.7% | -3.3% |
| 7D | -18.0% | +1.5% | -19.5% | -18.5% |
| 30D | -10.7% | +1.9% | -12.6% | -11.7% |
| 3M | +1.0% | -3.9% | +4.9% | +0.9% |
| 6M | +31.6% | +5.2% | +26.4% | +27.3% |
| YTD | -15.2% | -32.7% | +17.5% | -8.1% |
| 1Y | +10.1% | -24.8% | +34.9% | +15.6% |
| 3Y | -5.6% | -42.2% | +36.5% | -23.3% |
| All | -5.6% | -43.9% | +38.3% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SNAP 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling