-39.5%
MDB vs UUUU
-39.8%
+0.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.6% | +4.1% | +1.5% |
| 7D | +11.6% | +1.4% | +10.2% | +10.9% |
| 30D | -8.9% | -27.9% | +19.0% | -0.8% |
| 3M | -22.4% | -53.8% | +31.4% | -5.6% |
| 6M | +10.1% | -68.1% | +78.2% | +45.3% |
| YTD | -19.0% | -54.1% | +35.0% | -8.5% |
| 1Y | -7.0% | -57.8% | +50.8% | +6.7% |
| 3Y | -9.8% | -15.4% | +5.6% | -33.5% |
| All | -39.5% | -39.8% | +0.3% | -53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling