+1,017.5%
MDB vs SPXU
-99.1%
+1,116.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +1.4% |
| 7D | -4.5% | +1.3% | -5.8% | -3.8% |
| 30D | -14.0% | +5.1% | -19.1% | -11.4% |
| 3M | +5.3% | -9.1% | +14.5% | +1.6% |
| 6M | +31.9% | -29.6% | +61.5% | +13.4% |
| YTD | -14.6% | -27.7% | +13.1% | -24.4% |
| 1Y | +8.2% | -37.0% | +45.2% | -9.5% |
| 3Y | -5.0% | -80.2% | +75.2% | -46.8% |
| 5Y | -24.5% | -86.0% | +61.5% | -50.8% |
| All | +1,017.5% | -99.1% | +1,116.6% | +273.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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