+1,010.1%
MDB vs BN
+181.9%
+828.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.9% | -1.7% |
| 7D | -18.0% | -1.2% | -16.8% | -17.3% |
| 30D | -10.7% | -10.9% | +0.2% | -3.1% |
| 3M | +1.0% | -11.1% | +12.1% | +9.5% |
| 6M | +31.6% | -4.4% | +36.0% | +34.2% |
| YTD | -15.2% | -14.1% | -1.0% | -6.4% |
| 1Y | +10.1% | -11.1% | +21.2% | +17.9% |
| 3Y | -5.6% | +75.6% | -81.2% | -37.0% |
| 5Y | -24.5% | +35.8% | -60.3% | -38.6% |
| All | +1,010.1% | +181.9% | +828.2% | +483.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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