+875.5%
MDB vs TECH
+147.9%
+727.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | -11.4% | +0.2% | -11.5% | -11.5% |
| 30D | -13.8% | +0.3% | -14.2% | -14.0% |
| 3M | -15.5% | +1.3% | -16.8% | -16.1% |
| 6M | +17.9% | +54.0% | -36.0% | -13.5% |
| YTD | -25.5% | +24.3% | -49.7% | -39.5% |
| 1Y | -12.1% | +25.8% | -37.9% | -29.9% |
| 3Y | -5.9% | +26.0% | -31.8% | -37.3% |
| 5Y | -43.7% | -40.1% | -3.6% | -24.3% |
| All | +875.5% | +147.9% | +727.6% | +309.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling