+1,029.4%
MDB vs UUUU
+831.7%
+197.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.0% | +1.9% | -2.0% |
| 7D | -1.8% | -10.5% | +8.7% | +0.5% |
| 30D | -17.3% | -10.5% | -6.8% | -15.5% |
| 3M | +2.2% | -14.1% | +16.3% | +4.8% |
| 6M | +33.9% | -35.5% | +69.3% | +43.1% |
| YTD | -13.7% | -10.9% | -2.8% | -16.4% |
| 1Y | +9.1% | +3.4% | +5.7% | -1.9% |
| 3Y | -8.1% | +73.1% | -81.3% | -34.8% |
| 5Y | -25.9% | +87.1% | -113.0% | -49.7% |
| All | +1,029.4% | +831.7% | +197.8% | +441.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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