+1,049.8%
MDB vs SU
+177.8%
+872.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.0% |
| 7D | -17.4% | +3.6% | -21.0% | -18.0% |
| 30D | -2.0% | +7.9% | -9.9% | -3.4% |
| 3M | -3.0% | +3.5% | -6.5% | -3.8% |
| 6M | +48.7% | +19.0% | +29.7% | +43.5% |
| YTD | -12.1% | +55.0% | -67.1% | -19.4% |
| 1Y | +14.5% | +71.2% | -56.7% | +2.8% |
| 3Y | -6.1% | +117.4% | -123.6% | -20.1% |
| 5Y | -27.3% | +335.2% | -362.5% | -45.0% |
| All | +1,049.8% | +177.8% | +872.0% | +874.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling