-77.1%
MBLY price history and return analytics
+74.2%
-151.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -1.3% |
| 7D | -3.6% | -1.1% | -2.5% | -1.5% |
| 30D | -6.3% | -1.0% | -5.3% | -4.3% |
| 3M | -13.9% | +3.2% | -17.0% | -18.3% |
| 6M | +4.8% | +12.5% | -7.7% | -15.4% |
| YTD | -21.0% | +14.1% | -35.0% | -37.9% |
| 1Y | -41.5% | +18.9% | -60.4% | -57.5% |
| 3Y | -77.1% | +74.1% | -151.2% | -90.0% |
| All | -77.1% | +74.2% | -151.3% | -90.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling