+1,029.4%
MDB vs GPN
-2.9%
+1,032.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -1.8% | -4.6% | +2.8% | +1.0% |
| 30D | -17.3% | -0.3% | -17.0% | -17.4% |
| 3M | +2.2% | +35.4% | -33.2% | -15.7% |
| 6M | +33.9% | +21.7% | +12.2% | +16.9% |
| YTD | -13.7% | +14.9% | -28.6% | -22.8% |
| 1Y | +9.1% | +3.2% | +5.9% | +3.2% |
| 3Y | -8.1% | -27.1% | +19.0% | +3.3% |
| 5Y | -25.9% | -44.4% | +18.5% | -3.7% |
| All | +1,029.4% | -2.9% | +1,032.4% | +740.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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