-4.6%
MDB vs VIK
+236.8%
-241.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -4.4% |
| 7D | -18.0% | +3.6% | -21.6% | -19.1% |
| 30D | -10.7% | -16.7% | +6.0% | -5.3% |
| 3M | +1.0% | -1.1% | +2.1% | +0.4% |
| 6M | +31.6% | +27.8% | +3.8% | +15.2% |
| YTD | -15.2% | +23.3% | -38.5% | -25.4% |
| 1Y | +10.1% | +38.2% | -28.1% | -9.5% |
| All | -4.6% | +236.8% | -241.5% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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