+1,713.7%
WCC vs MDY
+1,174.8%
+538.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.7% | +3.7% |
| 7D | +4.5% | +0.1% | +4.3% | +4.3% |
| 30D | -5.8% | -1.5% | -4.3% | -3.8% |
| 3M | -3.7% | +0.8% | -4.4% | -3.9% |
| 6M | +23.1% | +7.4% | +15.6% | +14.2% |
| YTD | +44.2% | +15.2% | +29.0% | +22.6% |
| 1Y | +62.1% | +16.5% | +45.6% | +36.4% |
| 3Y | +121.1% | +46.8% | +74.3% | +46.7% |
| 5Y | +214.0% | +46.0% | +167.9% | +118.8% |
| 10Y | +472.8% | +172.1% | +300.7% | +110.3% |
| All | +1,713.7% | +1,174.8% | +538.9% | +44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling