+1,029.4%
MDB vs AON
+118.9%
+910.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.5% | -2.2% |
| 7D | -1.8% | -6.3% | +4.5% | +1.9% |
| 30D | -17.3% | -14.1% | -3.2% | -10.5% |
| 3M | +2.2% | -9.5% | +11.7% | +6.4% |
| 6M | +33.9% | -4.0% | +37.9% | +34.6% |
| YTD | -13.7% | -13.8% | +0.1% | -8.3% |
| 1Y | +9.1% | -18.3% | +27.4% | +19.0% |
| 3Y | -8.1% | -7.2% | -0.9% | -10.5% |
| 5Y | -25.9% | +7.3% | -33.2% | -34.3% |
| All | +1,029.4% | +118.9% | +910.5% | +464.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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