+234.7%
WCN vs MDY
+177.2%
+57.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.2% |
| 7D | -3.1% | -1.9% | -1.3% | -2.3% |
| 30D | -3.4% | -4.6% | +1.3% | -1.3% |
| 3M | +3.0% | -1.2% | +4.2% | +3.4% |
| 6M | -3.8% | +9.2% | -13.0% | -8.1% |
| YTD | -8.3% | +13.1% | -21.4% | -13.8% |
| 1Y | -9.7% | +13.0% | -22.7% | -15.3% |
| 3Y | +17.2% | +49.2% | -32.1% | -5.7% |
| 5Y | +25.3% | +47.2% | -22.0% | -0.1% |
| All | +234.7% | +177.2% | +57.5% | +82.8% |
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