-7.0%
MDB vs WCC
+27.1%
-34.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +11.6% | +14.2% | -2.7% | +10.0% |
| 30D | -8.9% | -9.8% | +0.9% | -8.8% |
| 3M | -22.4% | -10.1% | -12.3% | -22.3% |
| 6M | +10.1% | -9.4% | +19.5% | +10.3% |
| YTD | -19.0% | +34.4% | -53.4% | -28.2% |
| 1Y | -7.0% | +23.3% | -30.3% | -14.6% |
| All | -7.0% | +27.1% | -34.2% | -14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling