-11.6%
MDB vs GEN
+67.9%
-79.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.8% |
| 7D | +6.8% | +2.0% | +4.8% | +5.7% |
| 30D | -6.2% | +27.7% | -33.9% | -19.1% |
| 3M | -29.2% | +3.3% | -32.5% | -31.6% |
| 6M | +10.3% | +31.8% | -21.5% | -6.4% |
| YTD | -20.4% | +13.5% | -33.9% | -28.3% |
| 1Y | -4.8% | +16.0% | -20.9% | -15.2% |
| 3Y | -11.6% | +70.6% | -82.2% | -41.4% |
| All | -11.6% | +67.9% | -79.5% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling