+1,029.4%
MDB vs WEC
+113.9%
+915.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -1.8% | -0.6% | -1.2% | -1.8% |
| 30D | -17.3% | -2.6% | -14.6% | -17.2% |
| 3M | +2.2% | -6.0% | +8.2% | +2.3% |
| 6M | +33.9% | -5.4% | +39.3% | +33.9% |
| YTD | -13.7% | +2.5% | -16.2% | -14.1% |
| 1Y | +9.1% | -0.7% | +9.8% | +8.7% |
| 3Y | -8.1% | +38.7% | -46.9% | -11.9% |
| 5Y | -25.9% | +31.7% | -57.6% | -28.8% |
| All | +1,029.4% | +113.9% | +915.5% | +931.1% |
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