+417.7%
WCC vs MDY
+165.3%
+252.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.5% | -1.5% |
| 7D | +9.9% | +2.3% | +7.7% | +6.4% |
| 30D | -8.4% | +2.0% | -10.4% | -10.6% |
| 3M | -10.3% | -5.6% | -4.7% | -0.8% |
| 6M | -10.5% | +1.3% | -11.8% | -10.5% |
| YTD | +32.2% | +12.3% | +19.8% | +14.3% |
| 1Y | +25.5% | +15.8% | +9.7% | +3.8% |
| 3Y | +134.7% | +56.5% | +78.2% | +30.9% |
| 5Y | +139.9% | +35.1% | +104.8% | +72.2% |
| All | +417.7% | +165.3% | +252.3% | +81.4% |
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