+482.1%
WWD vs MDY
+177.2%
+304.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.4% |
| 7D | -2.6% | -1.9% | -0.7% | -0.4% |
| 30D | -6.9% | -4.6% | -2.3% | -1.6% |
| 3M | -13.0% | -1.2% | -11.8% | -11.8% |
| 6M | -12.5% | +9.2% | -21.7% | -20.3% |
| YTD | +11.8% | +13.1% | -1.2% | -2.1% |
| 1Y | +41.1% | +13.0% | +28.1% | +23.8% |
| 3Y | +163.1% | +49.2% | +113.8% | +63.9% |
| 5Y | +187.6% | +47.2% | +140.4% | +78.5% |
| All | +482.1% | +177.2% | +304.9% | +68.8% |
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