+133.1%
WCC vs MDY
+48.7%
+84.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | +0.6% |
| 7D | +6.8% | -0.8% | +7.6% | +8.3% |
| 30D | -3.0% | -3.9% | +0.9% | +4.3% |
| 3M | +0.2% | 0.0% | +0.3% | +1.1% |
| 6M | +33.2% | +8.5% | +24.6% | +17.5% |
| YTD | +45.8% | +13.2% | +32.6% | +20.2% |
| 1Y | +68.4% | +15.0% | +53.4% | +35.6% |
| All | +133.1% | +48.7% | +84.4% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling