+1,065.8%
MDB vs BNS
+124.9%
+940.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +3.9% |
| 7D | -2.8% | -2.2% | -0.6% | -1.5% |
| 30D | -14.9% | +4.5% | -19.3% | -17.3% |
| 3M | +7.3% | +14.9% | -7.5% | -1.8% |
| 6M | +38.2% | +32.5% | +5.7% | +15.3% |
| YTD | -10.9% | +28.6% | -39.5% | -24.2% |
| 1Y | +11.6% | +48.4% | -36.7% | -12.6% |
| 3Y | -0.9% | +130.8% | -131.7% | -40.5% |
| 5Y | -23.5% | +94.8% | -118.3% | -48.4% |
| All | +1,065.8% | +124.9% | +940.9% | +666.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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