+2,625.6%
DELL vs MDB
+997.6%
+1,628.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -3.1% | +15.1% | +12.6% |
| 7D | +8.2% | -1.8% | +10.0% | +8.4% |
| 30D | +17.1% | -17.3% | +34.4% | +20.5% |
| 3M | +45.2% | +2.2% | +43.0% | +42.3% |
| 6M | +286.8% | +33.9% | +252.9% | +256.7% |
| YTD | +354.8% | -13.7% | +368.5% | +353.3% |
| 1Y | +358.3% | +9.1% | +349.2% | +333.2% |
| 3Y | +724.9% | -8.1% | +733.0% | +662.5% |
| 5Y | +1,193.7% | -25.9% | +1,219.6% | +1,034.3% |
| All | +2,625.6% | +997.6% | +1,628.0% | +1,228.0% |
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