+308.5%
WY vs MDY
+2,615.3%
-2,306.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | +0.6% |
| 7D | -1.7% | -0.8% | -0.9% | -1.0% |
| 30D | -9.9% | -3.9% | -6.0% | -6.5% |
| 3M | -7.5% | 0.0% | -7.5% | -7.7% |
| 6M | -5.1% | +8.5% | -13.7% | -12.6% |
| YTD | -2.1% | +13.2% | -15.3% | -13.7% |
| 1Y | -7.3% | +15.0% | -22.4% | -19.7% |
| 3Y | -22.6% | +49.6% | -72.2% | -48.4% |
| 5Y | -19.8% | +46.0% | -65.8% | -45.4% |
| 10Y | +9.6% | +176.4% | -166.8% | -56.3% |
| All | +308.5% | +2,615.3% | -2,306.8% | -67.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling