+954.3%
MDB vs SPXU
-99.1%
+1,053.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | -0.2% |
| 7D | +3.0% | +1.5% | +1.4% | +4.8% |
| 30D | -11.3% | +6.4% | -17.7% | -6.6% |
| 3M | -23.0% | +4.2% | -27.3% | -19.0% |
| 6M | +14.8% | -7.8% | +22.5% | +15.0% |
| YTD | -19.4% | -27.5% | +8.1% | -26.9% |
| 1Y | -9.0% | -27.1% | +18.2% | -16.6% |
| 3Y | -10.3% | -80.8% | +70.5% | -50.1% |
| 5Y | -38.4% | -84.1% | +45.7% | -57.1% |
| All | +954.3% | -99.1% | +1,053.5% | +261.5% |
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