+1,049.8%
MDB vs LNT
+107.2%
+942.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.0% | -4.1% |
| 7D | -17.4% | -0.1% | -17.3% | -17.4% |
| 30D | -2.0% | -3.2% | +1.2% | -1.8% |
| 3M | -3.0% | -4.1% | +1.1% | -2.8% |
| 6M | +48.7% | -4.6% | +53.2% | +48.9% |
| YTD | -12.1% | +7.0% | -19.1% | -13.4% |
| 1Y | +14.5% | +8.3% | +6.2% | +12.4% |
| 3Y | -6.1% | +51.0% | -57.1% | -13.3% |
| 5Y | -27.3% | +30.2% | -57.5% | -31.6% |
| All | +1,049.8% | +107.2% | +942.6% | +868.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 all: compounded portfolio wealth divided by compounded LNT 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…
all analysis · Full analysis span regression · 6 months rolling