-43.2%
MDB vs ACWI
+58.8%
-102.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | -1.0% |
| 7D | -0.9% | +0.3% | -1.3% | -1.7% |
| 30D | -15.2% | -2.8% | -12.3% | -9.1% |
| 3M | -17.9% | -3.2% | -14.8% | -11.2% |
| 6M | +9.3% | +1.3% | +8.0% | +6.6% |
| YTD | -22.0% | +11.2% | -33.2% | -38.3% |
| 1Y | -9.3% | +13.8% | -23.1% | -31.8% |
| 3Y | -10.4% | +76.2% | -86.6% | -76.3% |
| 5Y | -43.2% | +59.5% | -102.7% | -76.1% |
| All | -43.2% | +58.8% | -102.1% | -76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling