+1,017.5%
MDB vs FND
+25.2%
+992.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.0% |
| 7D | -4.5% | -0.8% | -3.8% | -4.3% |
| 30D | -14.0% | -19.6% | +5.6% | -6.2% |
| 3M | +5.3% | -4.3% | +9.7% | +5.3% |
| 6M | +31.9% | -20.4% | +52.3% | +40.1% |
| YTD | -14.6% | -21.9% | +7.3% | -9.5% |
| 1Y | +8.2% | -45.2% | +53.4% | +32.3% |
| 3Y | -5.0% | -49.2% | +44.2% | +11.6% |
| 5Y | -24.5% | -61.8% | +37.3% | -3.0% |
| All | +1,017.5% | +25.2% | +992.3% | +876.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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