+10.1%
MDB vs W
+11.1%
-1.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.5% |
| 7D | -18.0% | +6.5% | -24.5% | -18.6% |
| 30D | -10.7% | -6.2% | -4.5% | -10.2% |
| 3M | +1.0% | +48.9% | -47.9% | -3.0% |
| 6M | +31.6% | +31.2% | +0.4% | +27.9% |
| YTD | -15.2% | -0.4% | -14.7% | -17.6% |
| 1Y | +10.1% | +14.8% | -4.7% | +4.5% |
| All | +10.1% | +11.1% | -1.0% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded W 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling