+1,049.8%
MDB vs TRI
+166.5%
+883.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.4% | +1.4% | -0.5% |
| 7D | -17.4% | -0.5% | -16.9% | -17.2% |
| 30D | -2.0% | +7.9% | -9.9% | -7.0% |
| 3M | -3.0% | +24.1% | -27.1% | -18.5% |
| 6M | +48.7% | +3.8% | +44.9% | +40.3% |
| YTD | -12.1% | -16.9% | +4.7% | -4.0% |
| 1Y | +14.5% | -38.4% | +52.9% | +57.4% |
| 3Y | -6.1% | -12.2% | +6.1% | -12.0% |
| 5Y | -27.3% | -1.8% | -25.5% | -39.0% |
| All | +1,049.8% | +166.5% | +883.3% | +382.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling