-20.7%
MDLN vs WEC
+3.5%
-24.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.4% |
| 7D | -11.1% | -0.6% | -10.5% | -10.9% |
| 30D | -8.4% | -2.6% | -5.7% | -7.6% |
| 3M | -12.4% | -6.0% | -6.4% | -10.2% |
| 6M | -23.3% | -5.4% | -17.8% | -20.4% |
| YTD | -22.5% | +2.5% | -25.0% | -15.4% |
| All | -20.7% | +3.5% | -24.2% | -13.1% |
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