+418.8%
BE vs MDB
+9.1%
+409.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.5% | +13.1% | +9.6% |
| 7D | +29.8% | -18.0% | +47.8% | +29.7% |
| 30D | +26.4% | -10.7% | +37.1% | +26.2% |
| 3M | +9.3% | +1.0% | +8.4% | +9.7% |
| 6M | +105.1% | +31.6% | +73.4% | +100.8% |
| YTD | +219.0% | -15.2% | +234.2% | +241.8% |
| 1Y | +418.8% | +10.1% | +408.6% | +428.8% |
| All | +418.8% | +9.1% | +409.6% | +428.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling