+1,228.2%
WDC vs MDT
+40.9%
+1,187.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.3% |
| 7D | +4.4% | -1.6% | +6.0% | +5.3% |
| 30D | +5.3% | +1.0% | +4.2% | +4.3% |
| 3M | -5.9% | +15.2% | -21.1% | -15.3% |
| 6M | +73.2% | +3.7% | +69.6% | +65.5% |
| YTD | +167.8% | -3.0% | +170.8% | +167.0% |
| 1Y | +386.0% | +2.5% | +383.5% | +364.2% |
| 3Y | +1,309.7% | +26.5% | +1,283.3% | +1,025.6% |
| 5Y | +957.1% | -18.3% | +975.4% | +1,046.9% |
| All | +1,228.2% | +40.9% | +1,187.3% | +939.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 10y: compounded portfolio wealth divided by compounded MDT 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…
10y analysis · Full analysis span regression · 6 months rolling