+181.4%
WDC vs MDLN
+4.5%
+176.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | +3.7% | -2.0% | +1.9% |
| 30D | -10.0% | -0.2% | -9.8% | -9.8% |
| 3M | -18.8% | +6.2% | -25.0% | -19.2% |
| 6M | +79.0% | -14.7% | +93.7% | +79.5% |
| YTD | +171.6% | -12.9% | +184.4% | +177.0% |
| All | +181.4% | +4.5% | +176.8% | +187.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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