+103.1%
DOCN vs MDB
+10.7%
+92.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.5% | -3.3% |
| 7D | +19.1% | +6.8% | +12.3% | +15.3% |
| 30D | -21.0% | -6.2% | -14.8% | -17.6% |
| 3M | -34.7% | -29.2% | -5.5% | -23.0% |
| 6M | -45.8% | +10.3% | -56.1% | -51.1% |
| YTD | +79.4% | -20.4% | +99.8% | +86.2% |
| 1Y | +91.0% | -4.8% | +95.8% | +76.9% |
| 3Y | +237.5% | -11.6% | +249.0% | +177.6% |
| 5Y | -30.4% | -41.0% | +10.6% | -30.9% |
| All | +103.1% | +10.7% | +92.4% | +42.1% |
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