+11.4%
WBD vs MDY
+177.2%
-165.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.4% |
| 7D | -0.7% | -1.9% | +1.1% | +1.2% |
| 30D | +1.4% | -4.6% | +6.1% | +6.4% |
| 3M | +4.4% | -1.2% | +5.6% | +5.4% |
| 6M | +0.8% | +9.2% | -8.4% | -8.9% |
| YTD | -2.7% | +13.1% | -15.8% | -15.6% |
| 1Y | +73.4% | +13.0% | +60.4% | +49.9% |
| 3Y | +142.1% | +49.2% | +92.9% | +62.8% |
| 5Y | +7.2% | +47.2% | -40.0% | -25.1% |
| All | +11.4% | +177.2% | -165.8% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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