-1.6%
MDLN vs WEC
+16.1%
-17.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +2.3% | +16.0% | +17.5% |
| 7D | +24.7% | +6.9% | +17.8% | +22.5% |
| 30D | +12.7% | +16.6% | -3.9% | +8.1% |
| 3M | -4.0% | +9.1% | -13.1% | -5.9% |
| 6M | -8.7% | +3.2% | -11.9% | -9.7% |
| YTD | -3.9% | +14.9% | -18.8% | +1.9% |
| All | -1.6% | +16.1% | -17.7% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling