-5.9%
MDB vs BEN
+63.5%
-69.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.7% | -2.0% | +0.4% |
| 7D | -11.4% | +6.6% | -18.0% | -14.2% |
| 30D | -13.8% | +3.8% | -17.7% | -15.4% |
| 3M | -15.5% | +0.2% | -15.7% | -15.7% |
| 6M | +17.9% | +10.4% | +7.5% | +11.9% |
| YTD | -25.5% | +46.2% | -71.6% | -38.6% |
| 1Y | -12.1% | +52.3% | -64.3% | -29.1% |
| 3Y | -5.9% | +65.9% | -71.8% | -29.8% |
| All | -5.9% | +63.5% | -69.4% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling