+754.0%
WDC vs MP
+281.3%
+472.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +6.6% | +3.2% | +8.5% |
| 7D | -14.4% | -1.6% | -12.9% | -13.9% |
| 30D | -27.1% | -18.2% | -8.9% | -23.8% |
| 3M | -33.3% | -26.1% | -7.1% | -29.1% |
| 6M | -39.6% | -44.0% | +4.4% | -32.2% |
| YTD | +68.4% | -25.3% | +93.7% | +77.7% |
| 1Y | +78.2% | -35.6% | +113.7% | +92.7% |
| 3Y | +772.0% | +147.1% | +625.0% | +547.0% |
| 5Y | +584.9% | -11.3% | +596.2% | +500.2% |
| All | +754.0% | +281.3% | +472.7% | +464.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling