+1,394.6%
WDC vs MDY
+48.7%
+1,345.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +2.6% |
| 7D | +7.5% | -0.8% | +8.2% | +8.6% |
| 30D | +10.1% | -3.9% | +13.9% | +16.7% |
| 3M | -6.8% | 0.0% | -6.8% | -5.8% |
| 6M | +84.1% | +8.5% | +75.6% | +68.4% |
| YTD | +180.3% | +13.2% | +167.0% | +145.7% |
| 1Y | +411.1% | +15.0% | +396.1% | +340.9% |
| All | +1,394.6% | +48.7% | +1,345.9% | +970.8% |
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 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