+1,010.1%
MDB vs TECH
+146.3%
+863.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -18.0% | +0.2% | -18.2% | -18.1% |
| 30D | -10.7% | +0.1% | -10.9% | -10.8% |
| 3M | +1.0% | +37.5% | -36.5% | -20.0% |
| 6M | +31.6% | +34.6% | -3.0% | +2.1% |
| YTD | -15.2% | +23.5% | -38.7% | -30.9% |
| 1Y | +10.1% | +34.4% | -24.3% | -17.8% |
| 3Y | -5.6% | +2.3% | -7.9% | -24.6% |
| 5Y | -24.5% | -41.7% | +17.2% | +3.1% |
| All | +1,010.1% | +146.3% | +863.8% | +368.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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