-9.1%
MDB vs UUUU
+96.1%
-105.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +0.7% |
| 7D | -4.5% | +1.8% | -6.4% | -4.7% |
| 30D | -14.0% | +1.8% | -15.8% | -14.2% |
| 3M | +5.3% | +1.3% | +4.1% | +4.7% |
| 6M | +31.9% | -26.8% | +58.7% | +34.3% |
| YTD | -14.6% | +0.1% | -14.7% | -16.0% |
| 1Y | +8.2% | +11.2% | -3.0% | +3.1% |
| All | -9.1% | +96.1% | -105.2% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling