+1,277.3%
WDC vs MP
+450.8%
+826.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.4% | +4.5% | +5.6% |
| 7D | +1.7% | -2.9% | +4.6% | +2.4% |
| 30D | -10.0% | +13.8% | -23.8% | -12.5% |
| 3M | -18.8% | -16.7% | -2.1% | -15.8% |
| 6M | +79.0% | -11.5% | +90.5% | +82.3% |
| YTD | +171.6% | +7.9% | +163.6% | +165.7% |
| 1Y | +417.4% | -15.0% | +432.4% | +416.3% |
| 3Y | +1,251.8% | +153.5% | +1,098.3% | +895.4% |
| 5Y | +911.7% | +58.7% | +853.0% | +696.7% |
| All | +1,277.3% | +450.8% | +826.4% | +744.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling