+18,229.0%
WDC vs AFL
+18,542.8%
-313.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.9% | +2.8% |
| 7D | +6.0% | -0.7% | +6.7% | +6.2% |
| 30D | +9.9% | -7.1% | +17.1% | +12.9% |
| 3M | -9.4% | +0.4% | -9.8% | -10.3% |
| 6M | +94.7% | +4.5% | +90.2% | +89.1% |
| YTD | +177.4% | +6.1% | +171.3% | +167.0% |
| 1Y | +412.6% | +10.6% | +402.0% | +382.9% |
| 3Y | +1,359.8% | +64.0% | +1,295.8% | +1,063.3% |
| 5Y | +992.6% | +133.7% | +858.8% | +661.8% |
| 10Y | +1,245.5% | +298.0% | +947.5% | +678.3% |
| All | +18,229.0% | +18,542.8% | -313.8% | +3,004.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AFL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling