-12.1%
MDB vs ACWI
+10.2%
-22.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.8% |
| 7D | -11.4% | -2.4% | -9.0% | -7.9% |
| 30D | -13.8% | -5.2% | -8.6% | -5.8% |
| 3M | -15.5% | -4.8% | -10.6% | -7.7% |
| 6M | +17.9% | -1.3% | +19.2% | +23.0% |
| YTD | -25.5% | +8.4% | -33.9% | -30.7% |
| 1Y | -12.1% | +11.0% | -23.1% | -21.7% |
| All | -12.1% | +10.2% | -22.3% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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