-20.7%
MDLN vs WCC
+38.5%
-59.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | +0.4% |
| 7D | -11.1% | +1.5% | -12.6% | -11.1% |
| 30D | -8.4% | -2.1% | -6.2% | -8.4% |
| 3M | -12.4% | +3.8% | -16.2% | -12.1% |
| 6M | -23.3% | +35.0% | -58.2% | -26.5% |
| YTD | -22.5% | +46.4% | -68.9% | -23.6% |
| All | -20.7% | +38.5% | -59.2% | -21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling