+770.0%
WDC vs MDY
+56.8%
+713.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -4.8% |
| 7D | +12.1% | +2.3% | +9.8% | +8.5% |
| 30D | -18.8% | +2.0% | -20.8% | -20.1% |
| 3M | -39.3% | -5.6% | -33.7% | -32.8% |
| 6M | -40.1% | +1.3% | -41.4% | -39.5% |
| YTD | +71.8% | +12.3% | +59.5% | +53.5% |
| 1Y | +88.5% | +15.8% | +72.7% | +62.7% |
| 3Y | +770.0% | +56.5% | +713.5% | +506.0% |
| All | +770.0% | +56.8% | +713.2% | +506.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling