+225.6%
WCC vs MDY
+45.8%
+179.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | +0.5% |
| 7D | +6.8% | -0.8% | +7.6% | +8.1% |
| 30D | -3.0% | -3.9% | +0.9% | +3.7% |
| 3M | +0.2% | 0.0% | +0.3% | +1.1% |
| 6M | +33.2% | +8.5% | +24.6% | +18.8% |
| YTD | +45.8% | +13.2% | +32.6% | +22.2% |
| 1Y | +68.4% | +15.0% | +53.4% | +38.1% |
| 3Y | +131.1% | +49.6% | +81.5% | +33.7% |
| 5Y | +225.6% | +46.0% | +179.6% | +102.4% |
| All | +225.6% | +45.8% | +179.8% | +102.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling