+302.9%
WM vs MDY
+170.4%
+132.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | -0.9% | +1.0% | -1.9% | -1.3% |
| 30D | -4.3% | -3.1% | -1.2% | -3.0% |
| 3M | +0.8% | +1.8% | -1.1% | -0.3% |
| 6M | -10.8% | +10.8% | -21.6% | -15.3% |
| YTD | -0.1% | +14.4% | -14.5% | -6.6% |
| 1Y | +1.0% | +15.2% | -14.2% | -6.1% |
| 3Y | +45.1% | +51.2% | -6.1% | +15.8% |
| 5Y | +52.1% | +47.2% | +4.9% | +20.6% |
| 10Y | +302.9% | +171.1% | +131.8% | +110.1% |
| All | +302.9% | +170.4% | +132.6% | +110.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling