+1,065.8%
MDB vs MDY
+127.5%
+938.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.3% | +5.4% |
| 7D | -2.8% | -2.5% | -0.2% | +0.1% |
| 30D | -14.9% | -5.0% | -9.8% | -9.7% |
| 3M | +7.3% | +0.5% | +6.9% | +6.5% |
| 6M | +38.2% | +8.0% | +30.2% | +25.0% |
| YTD | -10.9% | +12.2% | -23.1% | -22.5% |
| 1Y | +11.6% | +14.0% | -2.3% | -4.9% |
| 3Y | -0.9% | +48.2% | -49.1% | -36.4% |
| 5Y | -23.5% | +46.1% | -69.6% | -46.2% |
| All | +1,065.8% | +127.5% | +938.3% | +458.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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