+935.2%
MDB vs GEN
+93.5%
+841.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.1% |
| 7D | -1.0% | +1.0% | -2.0% | -1.5% |
| 30D | -14.0% | +29.1% | -43.1% | -24.1% |
| 3M | -20.3% | +2.9% | -23.2% | -22.7% |
| 6M | +10.9% | +33.6% | -22.8% | -3.4% |
| YTD | -20.9% | +12.0% | -32.9% | -25.9% |
| 1Y | -11.2% | +16.2% | -27.4% | -18.1% |
| 3Y | -11.9% | +65.1% | -77.0% | -30.1% |
| 5Y | -40.2% | +33.3% | -73.5% | -49.4% |
| All | +935.2% | +93.5% | +841.7% | +545.7% |
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