+1,049.8%
MDB vs GEN
+97.6%
+952.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -3.1% |
| 7D | -17.4% | -1.2% | -16.2% | -17.1% |
| 30D | -2.0% | +10.1% | -12.2% | -6.1% |
| 3M | -3.0% | +16.1% | -19.1% | -9.1% |
| 6M | +48.7% | +38.9% | +9.8% | +29.4% |
| YTD | -12.1% | +14.4% | -26.6% | -17.1% |
| 1Y | +14.5% | +5.9% | +8.6% | +11.2% |
| 3Y | -6.1% | +58.8% | -64.9% | -23.3% |
| 5Y | -27.3% | +24.7% | -52.0% | -36.4% |
| All | +1,049.8% | +97.6% | +952.2% | +622.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling