-4.8%
MDB vs BEN
+65.1%
-69.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.1% | -1.9% |
| 7D | +6.8% | +6.8% | 0.0% | +3.1% |
| 30D | -6.2% | +18.0% | -24.2% | -13.7% |
| 3M | -29.2% | +7.5% | -36.7% | -32.2% |
| 6M | +10.3% | +14.7% | -4.4% | +2.7% |
| YTD | -20.4% | +56.1% | -76.5% | -35.0% |
| 1Y | -4.8% | +69.6% | -74.4% | -20.4% |
| All | -4.8% | +65.1% | -69.9% | -20.4% |
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