+1,245.5%
WDC vs FIVE
+475.1%
+770.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.9% |
| 7D | +6.0% | +3.7% | +2.3% | +4.7% |
| 30D | +9.9% | +4.0% | +6.0% | +7.9% |
| 3M | -9.4% | +36.2% | -45.6% | -20.2% |
| 6M | +94.7% | +18.0% | +76.7% | +79.1% |
| YTD | +177.4% | +34.9% | +142.5% | +143.3% |
| 1Y | +412.6% | +67.9% | +344.7% | +313.1% |
| 3Y | +1,359.8% | +57.3% | +1,302.5% | +997.4% |
| 5Y | +992.6% | +39.5% | +953.0% | +718.1% |
| 10Y | +1,245.5% | +496.4% | +749.1% | +546.1% |
| All | +1,245.5% | +475.1% | +770.4% | +546.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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