+272.1%
WAB vs FND
+57.9%
+214.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.2% |
| 7D | +5.1% | -6.8% | +11.9% | +7.1% |
| 30D | +4.0% | +8.0% | -4.0% | +1.4% |
| 3M | +0.1% | -18.9% | +19.0% | +5.2% |
| 6M | +12.8% | +4.7% | +8.1% | +9.2% |
| YTD | +40.1% | -21.6% | +61.7% | +45.5% |
| 1Y | +46.4% | -22.0% | +68.4% | +52.1% |
| 3Y | +167.4% | -40.4% | +207.8% | +185.1% |
| 5Y | +215.0% | -63.8% | +278.8% | +268.8% |
| All | +272.1% | +57.9% | +214.3% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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