+1,049.8%
MDB vs UUUU
+941.0%
+108.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.3% |
| 7D | -17.4% | -1.4% | -16.1% | -17.2% |
| 30D | -2.0% | +16.3% | -18.3% | -5.4% |
| 3M | -3.0% | -16.7% | +13.7% | +0.1% |
| 6M | +48.7% | -33.7% | +82.3% | +57.8% |
| YTD | -12.1% | -0.5% | -11.7% | -16.8% |
| 1Y | +14.5% | +28.9% | -14.4% | -2.1% |
| 3Y | -6.1% | +99.9% | -106.0% | -35.5% |
| 5Y | -27.3% | +135.3% | -162.6% | -52.8% |
| All | +1,049.8% | +941.0% | +108.8% | +438.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling