+1,010.1%
MDB vs FIS
-50.8%
+1,060.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.9% | +2.4% | -0.1% |
| 7D | -18.0% | -3.5% | -14.6% | -16.6% |
| 30D | -10.7% | -7.8% | -2.9% | -6.6% |
| 3M | +1.0% | +0.8% | +0.1% | -0.5% |
| 6M | +31.6% | -21.9% | +53.5% | +50.3% |
| YTD | -15.2% | -39.5% | +24.3% | +12.0% |
| 1Y | +10.1% | -41.0% | +51.1% | +46.5% |
| 3Y | -5.6% | -23.6% | +18.0% | +1.2% |
| 5Y | -24.5% | -65.6% | +41.1% | +33.1% |
| All | +1,010.1% | -50.8% | +1,060.9% | +1,157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FIS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling