+1,010.1%
MDB vs IBN
+288.3%
+721.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -2.6% |
| 7D | -18.0% | -2.2% | -15.8% | -17.4% |
| 30D | -10.7% | -2.3% | -8.4% | -10.1% |
| 3M | +1.0% | +15.9% | -14.9% | -4.7% |
| 6M | +31.6% | +5.6% | +26.0% | +28.2% |
| YTD | -15.2% | -0.1% | -15.1% | -15.6% |
| 1Y | +10.1% | -6.5% | +16.7% | +11.8% |
| 3Y | -5.6% | +29.3% | -34.9% | -15.7% |
| 5Y | -24.5% | +56.6% | -81.1% | -36.2% |
| All | +1,010.1% | +288.3% | +721.8% | +678.1% |
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