+1,029.4%
MDB vs AU
+1,223.6%
-194.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.2% |
| 7D | -1.8% | -4.3% | +2.5% | -1.2% |
| 30D | -17.3% | +7.3% | -24.6% | -18.3% |
| 3M | +2.2% | +26.3% | -24.1% | -1.6% |
| 6M | +33.9% | +1.8% | +32.1% | +31.7% |
| YTD | -13.7% | +26.8% | -40.5% | -17.7% |
| 1Y | +9.1% | +66.7% | -57.6% | -0.6% |
| 3Y | -8.1% | +579.1% | -587.2% | -33.9% |
| 5Y | -25.9% | +689.3% | -715.2% | -48.9% |
| All | +1,029.4% | +1,223.6% | -194.1% | +727.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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