+1,580.2%
BE vs MDB
-1.4%
+1,581.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.1% | +11.4% | +8.1% |
| 7D | +20.0% | -17.4% | +37.4% | +23.7% |
| 30D | +7.9% | -2.0% | +9.9% | +7.3% |
| 3M | -13.2% | -3.0% | -10.2% | -13.9% |
| 6M | +53.5% | +48.7% | +4.8% | +34.6% |
| YTD | +191.0% | -12.1% | +203.2% | +188.8% |
| 1Y | +360.5% | +14.5% | +346.0% | +322.5% |
| All | +1,580.2% | -1.4% | +1,581.6% | +1,392.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling