+113.2%
WDC vs FIG
-52.3%
+165.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.2% | -12.0% | -6.0% |
| 7D | -18.3% | -4.7% | -13.7% | -18.7% |
| 30D | -26.7% | +0.5% | -27.2% | -26.4% |
| 3M | -40.9% | -18.4% | -22.5% | -42.2% |
| 6M | -26.8% | +10.9% | -37.6% | -22.8% |
| YTD | +88.2% | -40.8% | +129.0% | +145.1% |
| 1Y | +113.2% | -51.7% | +164.9% | +209.3% |
| All | +113.2% | -52.3% | +165.4% | +209.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 1y: compounded portfolio wealth divided by compounded FIG 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…
1y analysis · Full analysis span regression · 6 months rolling