+1,065.8%
MDB vs EME
+1,012.7%
+53.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.6% |
| 7D | -2.8% | +0.9% | -3.7% | -3.2% |
| 30D | -14.9% | -8.4% | -6.5% | -12.4% |
| 3M | +7.3% | -3.6% | +11.0% | +6.7% |
| 6M | +38.2% | +3.6% | +34.6% | +31.7% |
| YTD | -10.9% | +22.5% | -33.4% | -21.7% |
| 1Y | +11.6% | +18.2% | -6.5% | -2.3% |
| 3Y | -0.9% | +238.4% | -239.3% | -46.7% |
| 5Y | -23.5% | +550.5% | -574.0% | -68.5% |
| All | +1,065.8% | +1,012.7% | +53.1% | +269.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EME 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling