+4.7%
WY vs MDY
+177.2%
-172.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.6% |
| 7D | -4.2% | -1.9% | -2.3% | -2.1% |
| 30D | -10.1% | -4.6% | -5.4% | -5.3% |
| 3M | -8.5% | -1.2% | -7.3% | -7.4% |
| 6M | -3.3% | +9.2% | -12.6% | -12.9% |
| YTD | -4.4% | +13.1% | -17.5% | -17.6% |
| 1Y | -11.5% | +13.0% | -24.5% | -23.9% |
| 3Y | -24.3% | +49.2% | -73.5% | -53.9% |
| 5Y | -21.3% | +47.2% | -68.6% | -52.1% |
| All | +4.7% | +177.2% | -172.5% | -70.6% |
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