+959.5%
MDB vs WCN
+194.8%
+764.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.1% |
| 7D | +11.6% | +1.2% | +10.4% | +10.7% |
| 30D | -8.9% | +26.4% | -35.4% | -23.6% |
| 3M | -22.4% | +17.5% | -39.9% | -31.6% |
| 6M | +10.1% | +28.7% | -18.7% | -10.2% |
| YTD | -19.0% | +11.5% | -30.6% | -27.2% |
| 1Y | -7.0% | +15.9% | -22.9% | -19.2% |
| 3Y | -9.8% | +51.6% | -61.4% | -40.0% |
| 5Y | -40.1% | +47.9% | -88.0% | -59.5% |
| All | +959.5% | +194.8% | +764.6% | +278.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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