+686.4%
WDC vs MDB
+1,032.9%
-346.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.3% | -8.7% | -5.2% |
| 7D | +4.4% | -2.8% | +7.2% | +4.8% |
| 30D | +5.3% | -14.9% | +20.2% | +7.9% |
| 3M | -5.9% | +7.3% | -13.3% | -8.4% |
| 6M | +73.2% | +38.2% | +35.1% | +57.9% |
| YTD | +167.8% | -10.9% | +178.8% | +163.7% |
| 1Y | +386.0% | +11.6% | +374.3% | +354.9% |
| 3Y | +1,309.7% | -0.9% | +1,310.6% | +1,166.1% |
| 5Y | +957.1% | -23.5% | +980.6% | +800.3% |
| All | +686.4% | +1,032.9% | -346.6% | +292.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling