+1,017.5%
MDB vs PEG
+101.9%
+915.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.0% |
| 7D | -4.5% | -0.1% | -4.5% | -4.5% |
| 30D | -14.0% | -1.7% | -12.2% | -13.6% |
| 3M | +5.3% | -6.8% | +12.1% | +7.1% |
| 6M | +31.9% | -11.4% | +43.2% | +35.4% |
| YTD | -14.6% | -7.2% | -7.4% | -13.8% |
| 1Y | +8.2% | -6.1% | +14.4% | +8.7% |
| 3Y | -5.0% | +31.8% | -36.8% | -15.5% |
| 5Y | -24.5% | +35.6% | -60.1% | -34.1% |
| All | +1,017.5% | +101.9% | +915.6% | +779.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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