+113.2%
WDC vs MDB
-8.5%
+121.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.1% | -4.7% | -6.5% |
| 7D | -18.3% | -16.5% | -1.8% | -16.7% |
| 30D | -26.7% | -8.6% | -18.1% | -25.7% |
| 3M | -40.9% | -13.6% | -27.4% | -40.1% |
| 6M | -26.8% | +24.1% | -50.8% | -28.7% |
| YTD | +88.2% | -21.8% | +109.9% | +95.0% |
| 1Y | +113.2% | -7.7% | +120.9% | +118.0% |
| All | +113.2% | -8.5% | +121.7% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 1y: compounded portfolio wealth divided by compounded MDB 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…
1y analysis · Full analysis span regression · 6 months rolling