+1,010.1%
MDB vs NDAQ
+341.2%
+668.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -1.8% |
| 7D | -18.0% | -2.6% | -15.4% | -15.9% |
| 30D | -10.7% | +0.5% | -11.2% | -10.8% |
| 3M | +1.0% | +9.9% | -8.9% | -7.6% |
| 6M | +31.6% | +8.2% | +23.4% | +22.1% |
| YTD | -15.2% | -1.5% | -13.7% | -14.7% |
| 1Y | +10.1% | +1.3% | +8.8% | +7.3% |
| 3Y | -5.6% | +92.6% | -98.2% | -47.8% |
| 5Y | -24.5% | +53.8% | -78.4% | -48.7% |
| All | +1,010.1% | +341.2% | +668.9% | +274.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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