+1,010.1%
MDB vs EIX
+12.3%
+997.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.5% | -8.0% | -4.2% |
| 7D | -18.0% | +0.9% | -18.9% | -18.1% |
| 30D | -10.7% | -13.5% | +2.8% | -9.3% |
| 3M | +1.0% | -15.3% | +16.2% | +2.6% |
| 6M | +31.6% | -15.3% | +47.0% | +33.2% |
| YTD | -15.2% | +2.7% | -17.9% | -18.2% |
| 1Y | +10.1% | +17.4% | -7.3% | +2.3% |
| 3Y | -5.6% | -1.3% | -4.3% | -10.6% |
| 5Y | -24.5% | +27.2% | -51.7% | -33.3% |
| All | +1,010.1% | +12.3% | +997.8% | +870.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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