+417.4%
WDC vs MDY
+17.9%
+399.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.1% | +5.7% | +5.6% |
| 7D | +1.7% | +0.1% | +1.6% | +1.4% |
| 30D | -10.0% | -1.5% | -8.5% | -6.6% |
| 3M | -18.8% | +0.8% | -19.5% | -18.7% |
| 6M | +79.0% | +7.4% | +71.6% | +57.6% |
| YTD | +171.6% | +15.2% | +156.4% | +114.7% |
| 1Y | +417.4% | +16.5% | +400.8% | +311.8% |
| All | +417.4% | +17.9% | +399.5% | +311.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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