+14.2%
MDB vs SOLS
+17.1%
-2.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.7% | +7.0% | +4.2% |
| 7D | -2.8% | +0.3% | -3.1% | -2.7% |
| 30D | -14.9% | +0.9% | -15.7% | -14.9% |
| 3M | +7.3% | -20.7% | +28.0% | +5.1% |
| 6M | +38.2% | -17.7% | +55.9% | +34.4% |
| YTD | -10.9% | +27.1% | -38.0% | -5.0% |
| All | +14.2% | +17.1% | -2.9% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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