+1,049.8%
MDB vs SUI
+74.3%
+975.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.7% | -3.9% |
| 7D | -17.4% | -2.8% | -14.6% | -16.0% |
| 30D | -2.0% | -1.2% | -0.8% | -1.6% |
| 3M | -3.0% | -1.7% | -1.3% | -2.7% |
| 6M | +48.7% | -10.5% | +59.2% | +57.1% |
| YTD | -12.1% | -1.8% | -10.3% | -12.5% |
| 1Y | +14.5% | -4.1% | +18.6% | +14.9% |
| 3Y | -6.1% | +11.3% | -17.4% | -17.9% |
| 5Y | -27.3% | -32.1% | +4.8% | -11.6% |
| All | +1,049.8% | +74.3% | +975.5% | +819.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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