+770.0%
WDC vs FE
+50.7%
+719.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.1% | -6.1% | -4.7% |
| 7D | +12.1% | +1.2% | +10.9% | +12.5% |
| 30D | -18.8% | +4.5% | -23.3% | -17.6% |
| 3M | -39.3% | +1.3% | -40.7% | -38.9% |
| 6M | -40.1% | +8.7% | -48.8% | -38.8% |
| YTD | +71.8% | +9.2% | +62.6% | +75.3% |
| 1Y | +88.5% | +7.0% | +81.5% | +92.0% |
| 3Y | +770.0% | +51.4% | +718.6% | +825.2% |
| All | +770.0% | +50.7% | +719.3% | +825.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling