+954.3%
MDB vs NDAQ
+410.9%
+543.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +2.1% |
| 7D | +3.0% | 0.0% | +3.0% | +3.1% |
| 30D | -11.3% | +16.3% | -27.6% | -22.7% |
| 3M | -23.0% | +15.8% | -38.8% | -32.4% |
| 6M | +14.8% | +24.8% | -10.1% | -6.4% |
| YTD | -19.4% | +14.1% | -33.5% | -29.1% |
| 1Y | -9.0% | +26.5% | -35.5% | -27.1% |
| 3Y | -10.3% | +119.1% | -129.4% | -55.7% |
| 5Y | -38.4% | +70.9% | -109.3% | -62.3% |
| All | +954.3% | +410.9% | +543.4% | +211.5% |
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