+411.1%
WDC vs MDB
+10.8%
+400.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.4% | +1.0% |
| 7D | +7.5% | -4.5% | +12.0% | +7.9% |
| 30D | +10.1% | -14.0% | +24.0% | +11.3% |
| 3M | -6.8% | +5.3% | -12.1% | -7.6% |
| 6M | +84.1% | +31.9% | +52.3% | +74.2% |
| YTD | +180.3% | -14.6% | +194.9% | +190.5% |
| 1Y | +411.1% | +8.2% | +402.8% | +414.5% |
| All | +411.1% | +10.8% | +400.3% | +414.5% |
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