+959.5%
MDB vs IBN
+352.2%
+607.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +11.6% | +5.7% | +5.8% | +9.5% |
| 30D | -8.9% | +20.5% | -29.4% | -15.0% |
| 3M | -22.4% | +15.2% | -37.6% | -26.5% |
| 6M | +10.1% | +34.5% | -24.5% | -1.9% |
| YTD | -19.0% | +16.4% | -35.4% | -23.9% |
| 1Y | -7.0% | +13.5% | -20.6% | -11.9% |
| 3Y | -9.8% | +55.4% | -65.3% | -24.8% |
| 5Y | -40.1% | +73.1% | -113.1% | -51.6% |
| All | +959.5% | +352.2% | +607.3% | +601.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling