+1,065.8%
MDB vs GIS
-3.5%
+1,069.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.0% | +7.4% | +4.2% |
| 7D | -2.8% | -8.4% | +5.7% | -3.1% |
| 30D | -14.9% | -5.2% | -9.7% | -15.0% |
| 3M | +7.3% | +8.2% | -0.8% | +8.1% |
| 6M | +38.2% | -12.0% | +50.2% | +36.8% |
| YTD | -10.9% | -18.9% | +8.0% | -12.3% |
| 1Y | +11.6% | -23.6% | +35.3% | +9.6% |
| 3Y | -0.9% | -37.6% | +36.7% | -3.7% |
| 5Y | -23.5% | -25.2% | +1.7% | -28.0% |
| All | +1,065.8% | -3.5% | +1,069.3% | +906.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded GIS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling