+942.1%
MDB vs UAL
+64.6%
+877.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.2% |
| 7D | +6.8% | -3.0% | +9.9% | +7.5% |
| 30D | -6.2% | +10.5% | -16.7% | -8.5% |
| 3M | -29.2% | -13.5% | -15.8% | -27.1% |
| 6M | +10.3% | +14.2% | -3.9% | +5.4% |
| YTD | -20.4% | -2.2% | -18.1% | -21.6% |
| 1Y | -4.8% | +12.5% | -17.3% | -9.3% |
| 3Y | -11.6% | +186.8% | -198.4% | -33.0% |
| 5Y | -41.0% | +119.4% | -160.4% | -54.0% |
| All | +942.1% | +64.6% | +877.4% | +844.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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