+501.7%
SPCX vs MDB
+43.7%
+458.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.6% | +1.2% | -3.8% |
| 7D | +4.2% | -0.9% | +5.1% | +6.1% |
| 30D | -12.6% | -15.2% | +2.6% | +13.6% |
| 3M | +6.7% | -17.9% | +24.6% | +3.2% |
| 6M | +546.4% | +28.4% | +518.0% | +238.5% |
| YTD | +552.1% | -22.0% | +574.1% | +241.7% |
| 1Y | +453.2% | -9.3% | +462.5% | +189.7% |
| All | +501.7% | +43.7% | +458.0% | +212.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 3y: compounded portfolio wealth divided by compounded MDB 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…
3y analysis · Full analysis span regression · 6 months rolling