+712.3%
WDC vs MP
+114.3%
+598.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.9% | -6.4% | -2.5% |
| 7D | -28.0% | -10.5% | -17.4% | -26.1% |
| 30D | -34.9% | -23.5% | -11.4% | -31.2% |
| 3M | -41.6% | -25.4% | -16.1% | -38.2% |
| 6M | -45.4% | -51.3% | +5.9% | -37.9% |
| YTD | +53.3% | -29.9% | +83.2% | +64.2% |
| 1Y | +61.5% | -31.8% | +93.4% | +73.9% |
| 3Y | +712.3% | +127.0% | +585.4% | +555.8% |
| All | +712.3% | +114.3% | +598.0% | +555.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling