+1,065.8%
MDB vs SYY
+88.3%
+977.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +4.1% |
| 7D | -2.8% | +1.5% | -4.3% | -3.1% |
| 30D | -14.9% | -2.3% | -12.6% | -14.4% |
| 3M | +7.3% | +5.5% | +1.9% | +5.8% |
| 6M | +38.2% | -1.0% | +39.1% | +37.4% |
| YTD | -10.9% | +14.1% | -25.0% | -14.8% |
| 1Y | +11.6% | +5.6% | +6.1% | +8.7% |
| 3Y | -0.9% | +27.9% | -28.8% | -10.0% |
| 5Y | -23.5% | +22.7% | -46.2% | -28.5% |
| All | +1,065.8% | +88.3% | +977.5% | +924.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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