+66.6%
WDC vs MDB
-9.9%
+76.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.6% | +5.2% | +9.2% |
| 7D | -14.4% | -0.9% | -13.5% | -14.2% |
| 30D | -27.1% | -15.2% | -11.9% | -25.7% |
| 3M | -33.3% | -17.9% | -15.3% | -32.0% |
| 6M | -39.6% | +9.3% | -48.9% | -39.8% |
| YTD | +68.4% | -22.0% | +90.4% | +74.3% |
| All | +66.6% | -9.9% | +76.5% | +71.1% |
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