+1,017.5%
MDB vs TRU
+59.1%
+958.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.4% | +1.2% |
| 7D | -4.5% | -6.5% | +1.9% | -0.3% |
| 30D | -14.0% | -2.5% | -11.5% | -12.5% |
| 3M | +5.3% | +10.4% | -5.0% | -2.3% |
| 6M | +31.9% | +1.6% | +30.2% | +28.9% |
| YTD | -14.6% | -9.7% | -4.9% | -10.6% |
| 1Y | +8.2% | -17.3% | +25.5% | +17.6% |
| 3Y | -5.0% | -1.8% | -3.2% | -14.4% |
| 5Y | -24.5% | -36.2% | +11.7% | -7.3% |
| All | +1,017.5% | +59.1% | +958.4% | +713.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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