+1,010.1%
MDB vs MSI
+488.7%
+521.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -2.8% |
| 7D | -18.0% | -5.8% | -12.3% | -14.7% |
| 30D | -10.7% | -1.0% | -9.8% | -10.1% |
| 3M | +1.0% | +14.2% | -13.2% | -7.7% |
| 6M | +31.6% | +1.0% | +30.6% | +29.0% |
| YTD | -15.2% | +21.5% | -36.6% | -27.0% |
| 1Y | +10.1% | -2.1% | +12.2% | +8.9% |
| 3Y | -5.6% | +69.3% | -75.0% | -37.9% |
| 5Y | -24.5% | +99.3% | -123.8% | -55.6% |
| All | +1,010.1% | +488.7% | +521.4% | +269.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling