+920.8%
MDB vs BEN
+30.6%
+890.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.3% | -1.7% | +1.7% |
| 7D | -0.9% | +12.2% | -13.1% | -6.0% |
| 30D | -15.2% | +12.1% | -27.3% | -19.4% |
| 3M | -17.9% | +7.3% | -25.2% | -20.6% |
| 6M | +9.3% | +17.9% | -8.6% | +1.2% |
| YTD | -22.0% | +55.4% | -77.4% | -36.5% |
| 1Y | -9.3% | +69.3% | -78.7% | -29.1% |
| 3Y | -10.4% | +82.8% | -93.2% | -34.1% |
| 5Y | -43.2% | +28.8% | -72.0% | -53.1% |
| All | +920.8% | +30.6% | +890.2% | +673.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling