+1,049.8%
MDB vs VIAV
+274.4%
+775.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.7% | -7.7% | -5.3% |
| 7D | -17.4% | -4.6% | -12.8% | -16.1% |
| 30D | -2.0% | -10.4% | +8.4% | +0.3% |
| 3M | -3.0% | -34.5% | +31.5% | +8.4% |
| 6M | +48.7% | +7.0% | +41.7% | +26.1% |
| YTD | -12.1% | +95.6% | -107.8% | -46.2% |
| 1Y | +14.5% | +197.2% | -182.7% | -45.1% |
| 3Y | -6.1% | +232.0% | -238.1% | -60.2% |
| 5Y | -27.3% | +102.2% | -129.5% | -58.1% |
| All | +1,049.8% | +274.4% | +775.4% | +417.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling