+1,010.1%
MDB vs IAU
+231.5%
+778.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.7% | -2.9% |
| 7D | -18.0% | +0.7% | -18.7% | -18.2% |
| 30D | -10.7% | +0.3% | -11.1% | -11.0% |
| 3M | +1.0% | +0.7% | +0.3% | +0.5% |
| 6M | +31.6% | -15.5% | +47.1% | +38.7% |
| YTD | -15.2% | +1.0% | -16.1% | -16.2% |
| 1Y | +10.1% | +19.6% | -9.4% | +1.7% |
| 3Y | -5.6% | +125.4% | -131.1% | -34.3% |
| 5Y | -24.5% | +140.7% | -165.3% | -50.4% |
| All | +1,010.1% | +231.5% | +778.6% | +635.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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