+920.8%
MDB vs GEN
+92.1%
+828.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | -0.9% | -0.3% | -0.6% | -0.9% |
| 30D | -15.2% | +28.2% | -43.3% | -24.9% |
| 3M | -17.9% | +2.6% | -20.5% | -20.2% |
| 6M | +9.3% | +32.7% | -23.4% | -4.4% |
| YTD | -22.0% | +11.3% | -33.3% | -26.7% |
| 1Y | -9.3% | +17.9% | -27.3% | -16.9% |
| 3Y | -10.4% | +66.3% | -76.7% | -29.1% |
| 5Y | -43.2% | +31.7% | -74.9% | -51.8% |
| All | +920.8% | +92.1% | +828.7% | +538.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling