+1,330.5%
WDC vs MDB
-1.4%
+1,331.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.1% | +9.9% | +6.6% |
| 7D | +1.7% | -17.4% | +19.2% | +5.1% |
| 30D | -10.0% | -2.0% | -7.9% | -10.3% |
| 3M | -18.8% | -3.0% | -15.7% | -19.1% |
| 6M | +79.0% | +48.7% | +30.4% | +60.0% |
| YTD | +171.6% | -12.1% | +183.7% | +170.1% |
| 1Y | +417.4% | +14.5% | +402.9% | +381.9% |
| All | +1,330.5% | -1.4% | +1,331.9% | +1,176.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling