+977.1%
BE vs MDB
+512.5%
+464.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.5% | -3.1% |
| 7D | +23.9% | -4.5% | +28.5% | +25.6% |
| 30D | +27.8% | -14.0% | +41.8% | +32.5% |
| 3M | +3.7% | +5.3% | -1.6% | -1.4% |
| 6M | +78.0% | +31.9% | +46.1% | +50.4% |
| YTD | +209.9% | -14.6% | +224.5% | +198.0% |
| 1Y | +389.6% | +8.2% | +381.4% | +329.0% |
| 3Y | +1,730.6% | -5.0% | +1,735.6% | +1,400.6% |
| 5Y | +1,227.8% | -24.5% | +1,252.4% | +943.7% |
| All | +977.1% | +512.5% | +464.6% | +385.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling