+9.1%
MDB vs WTW
-3.2%
+12.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -1.8% | -5.7% | +3.9% | -0.5% |
| 30D | -17.3% | -7.3% | -10.0% | -16.0% |
| 3M | +2.2% | +21.5% | -19.3% | -3.2% |
| 6M | +33.9% | +9.6% | +24.2% | +26.5% |
| YTD | -13.7% | -3.3% | -10.4% | -20.8% |
| 1Y | +9.1% | -6.1% | +15.2% | +1.5% |
| All | +9.1% | -3.2% | +12.2% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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