-7.7%
MDB vs GEN
+20.2%
-27.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.0% | -6.1% | -4.3% |
| 7D | -16.5% | +26.9% | -43.4% | -29.0% |
| 30D | -8.6% | +38.6% | -47.2% | -27.5% |
| 3M | -13.6% | +9.7% | -23.3% | -19.6% |
| 6M | +24.1% | +58.9% | -34.8% | -13.2% |
| YTD | -21.8% | +15.3% | -37.1% | -32.0% |
| 1Y | -7.7% | +21.8% | -29.5% | -20.6% |
| All | -7.7% | +20.2% | -27.9% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling