+1,245.5%
WDC vs F
+89.8%
+1,155.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.2% | +6.4% | +4.3% |
| 7D | +6.0% | +1.2% | +4.8% | +5.2% |
| 30D | +9.9% | +1.2% | +8.7% | +8.7% |
| 3M | -9.4% | -5.7% | -3.7% | -7.2% |
| 6M | +94.7% | +17.9% | +76.8% | +74.7% |
| YTD | +177.4% | +10.4% | +167.0% | +157.2% |
| 1Y | +412.6% | +25.3% | +387.2% | +343.1% |
| 3Y | +1,359.8% | +37.5% | +1,322.3% | +1,037.4% |
| 5Y | +992.6% | +46.5% | +946.1% | +670.3% |
| 10Y | +1,245.5% | +86.4% | +1,159.1% | +571.5% |
| All | +1,245.5% | +89.8% | +1,155.7% | +571.5% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded F 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling