+752.3%
WDC vs MP
+268.3%
+484.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.5% |
| 7D | -16.7% | -3.6% | -13.1% | -15.9% |
| 30D | -27.2% | -21.0% | -6.2% | -23.4% |
| 3M | -34.0% | -33.3% | -0.7% | -28.3% |
| 6M | -39.7% | -45.9% | +6.2% | -31.9% |
| YTD | +68.1% | -27.8% | +95.9% | +78.6% |
| 1Y | +66.3% | -43.2% | +109.5% | +83.9% |
| 3Y | +754.4% | +144.0% | +610.4% | +535.6% |
| 5Y | +595.8% | -6.1% | +601.9% | +507.3% |
| All | +752.3% | +268.3% | +484.0% | +467.5% |
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