+79.0%
WDC vs MDT
-0.9%
+79.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.7% | +6.6% |
| 7D | +1.7% | +3.2% | -1.5% | +4.0% |
| 30D | -10.0% | +9.5% | -19.5% | -4.0% |
| 3M | -18.8% | +16.0% | -34.7% | -9.1% |
| 6M | +79.0% | +0.2% | +78.8% | +179.1% |
| All | +79.0% | -0.9% | +79.9% | +179.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling