+1,010.1%
MDB vs BB
-29.7%
+1,039.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.2% | -5.7% | -4.1% |
| 7D | -18.0% | +0.5% | -18.5% | -18.1% |
| 30D | -10.7% | -12.4% | +1.6% | -7.1% |
| 3M | +1.0% | -15.3% | +16.3% | +4.6% |
| 6M | +31.6% | +128.8% | -97.2% | +0.6% |
| YTD | -15.2% | +107.7% | -122.8% | -33.1% |
| 1Y | +10.1% | +103.9% | -93.8% | -13.4% |
| 3Y | -5.6% | +72.6% | -78.2% | -26.8% |
| 5Y | -24.5% | -24.3% | -0.3% | -30.7% |
| All | +1,010.1% | -29.7% | +1,039.7% | +704.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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