+206.2%
RCL vs MDB
+892.0%
-685.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.6% | -1.6% | +2.1% |
| 7D | +5.0% | -0.9% | +5.9% | +5.1% |
| 30D | +19.4% | -15.2% | +34.6% | +22.7% |
| 3M | +5.9% | -17.9% | +23.8% | +8.0% |
| 6M | +23.8% | +9.3% | +14.5% | +17.3% |
| YTD | +22.8% | -22.0% | +44.8% | +22.4% |
| 1Y | +34.3% | -9.3% | +43.6% | +28.7% |
| 3Y | +276.4% | -10.4% | +286.8% | +236.1% |
| 5Y | +281.6% | -43.2% | +324.8% | +234.9% |
| All | +206.2% | +892.0% | -685.8% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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