-7.7%
MDB vs VRSN
+31.7%
-39.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.7% |
| 7D | -16.5% | +3.6% | -20.1% | -18.0% |
| 30D | -8.6% | +8.8% | -17.4% | -12.1% |
| 3M | -13.6% | +6.6% | -20.2% | -16.2% |
| 6M | +24.1% | +16.7% | +7.4% | +16.9% |
| YTD | -21.8% | +32.1% | -53.9% | -27.6% |
| 1Y | -7.7% | +34.1% | -41.8% | -15.3% |
| All | -7.7% | +31.7% | -39.4% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 1y: compounded portfolio wealth divided by compounded VRSN 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…
1y analysis · Full analysis span regression · 6 months rolling