-9.0%
MDB vs SPXU
-28.1%
+19.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | -0.6% |
| 7D | +3.0% | +1.5% | +1.4% | +5.2% |
| 30D | -11.3% | +6.4% | -17.7% | -5.7% |
| 3M | -23.0% | +4.2% | -27.3% | -18.3% |
| 6M | +14.8% | -7.8% | +22.5% | +16.6% |
| YTD | -19.4% | -27.5% | +8.1% | -24.7% |
| 1Y | -9.0% | -27.1% | +18.2% | -14.1% |
| All | -9.0% | -28.1% | +19.2% | -14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling