+14.5%
MDB vs BEN
+42.6%
-28.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.5% | -7.6% | -5.5% |
| 7D | -17.4% | +0.2% | -17.7% | -17.6% |
| 30D | -2.0% | -0.5% | -1.5% | -1.9% |
| 3M | -3.0% | +9.7% | -12.7% | -6.5% |
| 6M | +48.7% | +33.9% | +14.8% | +28.4% |
| YTD | -12.1% | +49.0% | -61.1% | -25.0% |
| 1Y | +14.5% | +42.1% | -27.6% | -6.1% |
| All | +14.5% | +42.6% | -28.1% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling