+11.6%
MDB vs UUUU
+4.2%
+7.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -6.3% | +10.6% | +5.1% |
| 7D | -2.8% | -5.0% | +2.3% | -2.2% |
| 30D | -14.9% | -7.8% | -7.1% | -14.2% |
| 3M | +7.3% | -0.4% | +7.8% | +7.0% |
| 6M | +38.2% | -32.9% | +71.1% | +41.6% |
| YTD | -10.9% | -6.3% | -4.7% | -10.3% |
| 1Y | +11.6% | +7.9% | +3.7% | +4.4% |
| All | +11.6% | +4.2% | +7.4% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling