+1,017.5%
MDB vs EOG
+110.3%
+907.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.5% |
| 7D | -4.5% | -1.3% | -3.2% | -4.3% |
| 30D | -14.0% | +3.4% | -17.4% | -14.6% |
| 3M | +5.3% | +7.8% | -2.5% | +3.5% |
| 6M | +31.9% | +13.4% | +18.5% | +28.2% |
| YTD | -14.6% | +43.5% | -58.1% | -20.8% |
| 1Y | +8.2% | +29.7% | -21.4% | +2.3% |
| 3Y | -5.0% | +23.2% | -28.2% | -10.3% |
| 5Y | -24.5% | +176.4% | -201.0% | -38.4% |
| All | +1,017.5% | +110.3% | +907.2% | +817.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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