+959.5%
MDB vs BEN
+30.5%
+929.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.0% |
| 7D | +11.6% | +11.3% | +0.2% | +6.2% |
| 30D | -8.9% | +15.0% | -23.9% | -14.5% |
| 3M | -22.4% | +7.8% | -30.2% | -25.1% |
| 6M | +10.1% | +15.5% | -5.4% | +2.8% |
| YTD | -19.0% | +55.4% | -74.4% | -34.1% |
| 1Y | -7.0% | +63.3% | -70.3% | -26.1% |
| 3Y | -9.8% | +83.4% | -93.3% | -33.8% |
| 5Y | -40.1% | +28.1% | -68.1% | -50.4% |
| All | +959.5% | +30.5% | +929.0% | +702.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling