-11.6%
MDB vs VIAV
+295.9%
-307.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.6% | +4.0% | -1.0% |
| 7D | +6.8% | +7.9% | -1.1% | +5.8% |
| 30D | -6.2% | -20.3% | +14.1% | -4.5% |
| 3M | -29.2% | -28.5% | -0.7% | -27.5% |
| 6M | +10.3% | -42.7% | +53.0% | +14.8% |
| YTD | -20.4% | +72.4% | -92.8% | -35.9% |
| 1Y | -4.8% | +81.5% | -86.3% | -24.7% |
| 3Y | -11.6% | +293.8% | -305.4% | -46.5% |
| All | -11.6% | +295.9% | -307.5% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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