-12.4%
MDB vs GEN
+17.6%
-30.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -29.1% |
| 3M | -17.9% | +2.6% | -20.5% | -20.0% |
| 6M | +9.3% | +32.7% | -23.4% | -12.1% |
| YTD | -22.0% | +11.3% | -33.3% | -31.2% |
| All | -12.4% | +17.6% | -30.1% | -22.9% |
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