+959.5%
MDB vs WEC
+138.6%
+820.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +11.6% | -0.7% | +12.3% | +11.5% |
| 30D | -8.9% | +11.0% | -19.9% | -8.9% |
| 3M | -22.4% | +8.6% | -31.0% | -22.4% |
| 6M | +10.1% | +6.2% | +3.9% | +10.1% |
| YTD | -19.0% | +14.3% | -33.3% | -19.4% |
| 1Y | -7.0% | +8.4% | -15.4% | -7.2% |
| 3Y | -9.8% | +62.9% | -72.7% | -14.1% |
| 5Y | -40.1% | +55.8% | -95.9% | -42.9% |
| All | +959.5% | +138.6% | +820.9% | +867.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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