+1,010.1%
MDB vs DAR
+296.9%
+713.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.9% | -6.4% | -4.4% |
| 7D | -18.0% | -0.9% | -17.1% | -17.8% |
| 30D | -10.7% | +13.0% | -23.7% | -14.4% |
| 3M | +1.0% | +15.0% | -14.0% | -4.1% |
| 6M | +31.6% | +26.8% | +4.8% | +20.5% |
| YTD | -15.2% | +86.4% | -101.6% | -31.9% |
| 1Y | +10.1% | +115.1% | -105.0% | -16.7% |
| 3Y | -5.6% | +14.6% | -20.3% | -15.0% |
| 5Y | -24.5% | -8.8% | -15.8% | -26.5% |
| All | +1,010.1% | +296.9% | +713.2% | +466.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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