+1,017.5%
MDB vs IBN
+281.6%
+735.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.3% |
| 7D | -4.5% | -5.1% | +0.6% | -2.7% |
| 30D | -14.0% | -3.5% | -10.5% | -13.0% |
| 3M | +5.3% | +11.3% | -6.0% | +0.9% |
| 6M | +31.9% | +4.4% | +27.4% | +28.9% |
| YTD | -14.6% | -1.8% | -12.8% | -14.6% |
| 1Y | +8.2% | -8.0% | +16.2% | +10.5% |
| 3Y | -5.0% | +27.1% | -32.1% | -14.6% |
| 5Y | -24.5% | +54.5% | -79.0% | -35.9% |
| All | +1,017.5% | +281.6% | +735.9% | +688.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IBN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling