-20.7%
MDLN vs WSM
+22.4%
-43.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | -11.1% | -0.5% | -10.6% | -10.9% |
| 30D | -8.4% | -7.7% | -0.6% | -5.9% |
| 3M | -12.4% | +3.8% | -16.2% | -13.3% |
| 6M | -23.3% | +22.7% | -45.9% | -27.6% |
| YTD | -22.5% | +28.0% | -50.6% | -25.0% |
| All | -20.7% | +22.4% | -43.1% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 5y: compounded portfolio wealth divided by compounded WSM 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…
5y analysis · Full analysis span regression · 6 months rolling