+875.5%
MDB vs WCC
+407.2%
+468.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.0% |
| 7D | -11.4% | -14.7% | +3.3% | -6.6% |
| 30D | -13.8% | -20.1% | +6.2% | -7.2% |
| 3M | -15.5% | -21.2% | +5.7% | -9.1% |
| 6M | +17.9% | -19.2% | +37.1% | +23.4% |
| YTD | -25.5% | +20.2% | -45.7% | -33.4% |
| 1Y | -12.1% | +14.5% | -26.5% | -20.2% |
| 3Y | -5.9% | +115.1% | -121.0% | -34.9% |
| 5Y | -43.7% | +121.5% | -165.2% | -62.2% |
| All | +875.5% | +407.2% | +468.3% | +369.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling