+1,281.6%
MBWM price history and return analytics
+345.0%
+936.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +0.4% |
| 7D | -0.6% | -4.2% | +3.5% | +2.0% |
| 30D | +2.4% | -5.8% | +8.2% | +6.2% |
| 3M | -2.1% | -5.2% | +3.1% | +1.1% |
| 6M | +17.5% | +0.1% | +17.4% | +17.0% |
| YTD | +28.0% | +8.2% | +19.8% | +21.1% |
| 1Y | +36.5% | +10.1% | +26.4% | +27.8% |
| 3Y | +91.6% | +69.7% | +22.0% | +38.8% |
| 5Y | +95.1% | +53.4% | +41.7% | +49.3% |
| 10Y | +224.0% | +219.2% | +4.8% | +76.1% |
| All | +1,281.6% | +345.0% | +936.6% | +895.4% |
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