+1,010.1%
MDB vs RRC
+137.0%
+873.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -18.0% | -1.2% | -16.8% | -17.9% |
| 30D | -10.7% | +9.4% | -20.2% | -11.8% |
| 3M | +1.0% | +7.4% | -6.4% | -0.1% |
| 6M | +31.6% | +1.5% | +30.2% | +31.0% |
| YTD | -15.2% | +19.4% | -34.6% | -17.5% |
| 1Y | +10.1% | +24.2% | -14.1% | +6.2% |
| 3Y | -5.6% | +32.8% | -38.4% | -10.2% |
| 5Y | -24.5% | +152.9% | -177.4% | -32.6% |
| All | +1,010.1% | +137.0% | +873.0% | +819.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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