-9.0%
MDB vs LII
-27.8%
+18.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.9% |
| 7D | +3.0% | -2.3% | +5.3% | +2.8% |
| 30D | -11.3% | -1.7% | -9.6% | -11.4% |
| 3M | -23.0% | -18.3% | -4.7% | -24.1% |
| 6M | +14.8% | -32.3% | +47.1% | +11.3% |
| YTD | -19.4% | -27.1% | +7.7% | -20.2% |
| 1Y | -9.0% | -27.2% | +18.2% | -9.6% |
| All | -9.0% | -27.8% | +18.8% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling