+1,017.5%
MDB vs WCC
+515.1%
+502.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.1% |
| 7D | -4.5% | +6.8% | -11.3% | -6.7% |
| 30D | -14.0% | -3.0% | -11.0% | -13.4% |
| 3M | +5.3% | +0.2% | +5.1% | +3.7% |
| 6M | +31.9% | +33.2% | -1.3% | +15.0% |
| YTD | -14.6% | +45.8% | -60.4% | -28.3% |
| 1Y | +8.2% | +68.4% | -60.1% | -14.2% |
| 3Y | -5.0% | +131.1% | -136.1% | -35.6% |
| 5Y | -24.5% | +225.6% | -250.1% | -54.4% |
| All | +1,017.5% | +515.1% | +502.4% | +405.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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