+1,049.8%
MDB vs WY
-7.3%
+1,057.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.5% |
| 7D | -17.4% | -1.7% | -15.7% | -16.8% |
| 30D | -2.0% | -10.1% | +8.1% | +2.6% |
| 3M | -3.0% | -5.1% | +2.1% | -1.7% |
| 6M | +48.7% | -4.8% | +53.5% | +49.0% |
| YTD | -12.1% | -0.2% | -11.9% | -14.8% |
| 1Y | +14.5% | -6.6% | +21.1% | +14.2% |
| 3Y | -6.1% | -22.7% | +16.6% | +1.3% |
| 5Y | -27.3% | -22.2% | -5.1% | -19.3% |
| All | +1,049.8% | -7.3% | +1,057.1% | +1,014.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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