+959.5%
MDB vs SPXU
-99.1%
+1,058.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +1.1% |
| 7D | +11.6% | -9.4% | +20.9% | +6.2% |
| 30D | -8.9% | +7.4% | -16.4% | -3.6% |
| 3M | -22.4% | +6.2% | -28.6% | -17.6% |
| 6M | +10.1% | -7.2% | +17.3% | +10.7% |
| YTD | -19.0% | -26.8% | +7.7% | -26.1% |
| 1Y | -7.0% | -26.3% | +19.3% | -14.2% |
| 3Y | -9.8% | -80.6% | +70.8% | -49.5% |
| 5Y | -40.1% | -83.6% | +43.5% | -57.7% |
| All | +959.5% | -99.1% | +1,058.6% | +265.3% |
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