+1,010.1%
MDB vs A
+136.2%
+873.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.8% | -1.4% |
| 7D | -18.0% | -2.1% | -16.0% | -16.8% |
| 30D | -10.7% | +0.6% | -11.3% | -11.1% |
| 3M | +1.0% | +10.9% | -9.9% | -8.0% |
| 6M | +31.6% | +28.2% | +3.5% | +5.2% |
| YTD | -15.2% | +8.6% | -23.7% | -22.9% |
| 1Y | +10.1% | +15.5% | -5.4% | -6.5% |
| 3Y | -5.6% | +31.8% | -37.4% | -32.9% |
| 5Y | -24.5% | -14.9% | -9.7% | -19.4% |
| All | +1,010.1% | +136.2% | +873.9% | +432.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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