+177.5%
WDC vs MDLN
-7.5%
+185.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.9% | +0.4% | -4.6% |
| 7D | +4.4% | -11.5% | +15.9% | +3.8% |
| 30D | +5.3% | -7.6% | +12.8% | +5.0% |
| 3M | -5.9% | -11.4% | +5.4% | -6.7% |
| 6M | +73.2% | -24.5% | +97.7% | +72.7% |
| YTD | +167.8% | -22.9% | +190.7% | +171.6% |
| All | +177.5% | -7.5% | +185.0% | +182.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling