-99.9%
MBAI price history and return analytics
+232.2%
-332.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.2% | +0.4% | -1.7% | -1.5% |
| 30D | -28.6% | +1.0% | -29.5% | -29.1% |
| 3M | -38.1% | +2.4% | -40.5% | -38.9% |
| 6M | -50.5% | +12.0% | -62.5% | -53.9% |
| YTD | -42.7% | +15.3% | -58.0% | -47.7% |
| 1Y | +43.1% | +22.6% | +20.5% | +26.5% |
| 3Y | -68.0% | +74.7% | -142.7% | -77.2% |
| 5Y | -95.7% | +66.1% | -161.9% | -96.9% |
| 10Y | -99.8% | +225.0% | -324.8% | -99.9% |
| All | -99.9% | +232.2% | -332.2% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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