+529.3%
WCC vs MDY
+177.2%
+352.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +2.3% |
| 7D | +1.4% | -1.9% | +3.2% | +4.4% |
| 30D | -2.3% | -4.6% | +2.4% | +5.4% |
| 3M | +3.7% | -1.2% | +4.9% | +6.5% |
| 6M | +34.8% | +9.2% | +25.6% | +20.0% |
| YTD | +46.1% | +13.1% | +33.1% | +24.0% |
| 1Y | +62.7% | +13.0% | +49.7% | +38.6% |
| 3Y | +133.6% | +49.2% | +84.4% | +38.8% |
| 5Y | +226.1% | +47.2% | +178.8% | +104.8% |
| All | +529.3% | +177.2% | +352.1% | +84.6% |
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