+1,359.8%
WDC vs MDT
+28.1%
+1,331.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +2.0% |
| 7D | +6.0% | +0.4% | +5.6% | +6.0% |
| 30D | +9.9% | +6.0% | +3.9% | +10.2% |
| 3M | -9.4% | +15.5% | -24.9% | -9.6% |
| 6M | +94.7% | +3.4% | +91.3% | +99.6% |
| YTD | +177.4% | -2.2% | +179.5% | +187.9% |
| 1Y | +412.6% | +2.6% | +410.0% | +428.4% |
| 3Y | +1,359.8% | +27.5% | +1,332.3% | +1,332.6% |
| All | +1,359.8% | +28.1% | +1,331.6% | +1,332.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling