+1,010.1%
MDB vs BEN
+24.9%
+985.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.2% | -3.4% |
| 7D | -18.0% | +4.7% | -22.7% | -19.8% |
| 30D | -10.7% | +2.6% | -13.3% | -11.9% |
| 3M | +1.0% | +11.5% | -10.5% | -4.0% |
| 6M | +31.6% | +35.3% | -3.7% | +13.7% |
| YTD | -15.2% | +48.6% | -63.8% | -29.6% |
| 1Y | +10.1% | +46.7% | -36.6% | -8.4% |
| 3Y | -5.6% | +57.0% | -62.7% | -25.8% |
| 5Y | -24.5% | +41.8% | -66.4% | -38.2% |
| All | +1,010.1% | +24.9% | +985.2% | +758.2% |
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