+1,029.4%
MDB vs AZO
+377.9%
+651.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -3.0% | -3.1% |
| 7D | -1.8% | -3.6% | +1.8% | -0.6% |
| 30D | -17.3% | -5.6% | -11.7% | -15.7% |
| 3M | +2.2% | -6.6% | +8.8% | +4.2% |
| 6M | +33.9% | -22.5% | +56.4% | +44.5% |
| YTD | -13.7% | -15.2% | +1.5% | -9.1% |
| 1Y | +9.1% | -33.9% | +43.0% | +23.7% |
| 3Y | -8.1% | +11.8% | -19.9% | -15.9% |
| 5Y | -25.9% | +85.5% | -111.4% | -44.4% |
| All | +1,029.4% | +377.9% | +651.6% | +611.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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