-99.0%
MOBX price history and return analytics
+72.7%
-171.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -4.7% |
| 7D | +8.3% | -2.0% | +10.2% | +6.2% |
| 30D | -28.5% | -1.4% | -27.1% | -29.6% |
| 3M | -49.8% | +4.7% | -54.5% | -47.3% |
| 6M | -85.2% | +11.4% | -96.6% | -83.4% |
| YTD | -58.2% | +13.1% | -71.3% | -54.9% |
| 1Y | -89.3% | +19.0% | -108.3% | -88.9% |
| All | -99.0% | +72.7% | -171.7% | -99.1% |
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