+1,029.4%
MDB vs TRI
+145.5%
+884.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -4.3% |
| 7D | -1.8% | -7.9% | +6.1% | +3.5% |
| 30D | -17.3% | -4.5% | -12.8% | -15.1% |
| 3M | +2.2% | +22.1% | -19.9% | -13.6% |
| 6M | +33.9% | -2.8% | +36.6% | +31.9% |
| YTD | -13.7% | -23.4% | +9.7% | -0.6% |
| 1Y | +9.1% | -41.5% | +50.6% | +54.4% |
| 3Y | -8.1% | -19.2% | +11.1% | -9.2% |
| 5Y | -25.9% | -9.4% | -16.5% | -34.4% |
| All | +1,029.4% | +145.5% | +884.0% | +399.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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