+1,029.4%
MDB vs SU
+184.0%
+845.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -1.8% | +2.2% | -4.0% | -2.2% |
| 30D | -17.3% | +8.4% | -25.7% | -18.5% |
| 3M | +2.2% | +12.1% | -9.9% | -0.2% |
| 6M | +33.9% | +19.7% | +14.2% | +29.1% |
| YTD | -13.7% | +58.4% | -72.1% | -21.2% |
| 1Y | +9.1% | +67.2% | -58.2% | -1.6% |
| 3Y | -8.1% | +125.0% | -133.2% | -22.3% |
| 5Y | -25.9% | +355.1% | -381.0% | -44.4% |
| All | +1,029.4% | +184.0% | +845.4% | +853.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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