+9,004.6%
WDC vs MDY
+2,662.7%
+6,341.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.1% | +5.7% | +5.7% |
| 7D | +1.7% | +0.1% | +1.6% | +1.5% |
| 30D | -10.0% | -1.5% | -8.5% | -8.1% |
| 3M | -18.8% | +0.8% | -19.5% | -18.6% |
| 6M | +79.0% | +7.4% | +71.6% | +67.4% |
| YTD | +171.6% | +15.2% | +156.4% | +134.3% |
| 1Y | +417.4% | +16.5% | +400.8% | +340.8% |
| 3Y | +1,251.8% | +46.8% | +1,205.0% | +768.7% |
| 5Y | +911.7% | +46.0% | +865.7% | +564.1% |
| 10Y | +1,399.6% | +172.1% | +1,227.6% | +381.6% |
| All | +9,004.6% | +2,662.7% | +6,341.9% | +79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling