+417.4%
WDC vs FLEX
+102.8%
+314.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +4.9% |
| 7D | +1.7% | -0.9% | +2.6% | +2.3% |
| 30D | -10.0% | -10.1% | +0.2% | -3.6% |
| 3M | -18.8% | -31.3% | +12.6% | +2.4% |
| 6M | +79.0% | +71.3% | +7.8% | +19.0% |
| YTD | +171.6% | +81.2% | +90.3% | +73.7% |
| 1Y | +417.4% | +98.5% | +318.9% | +215.6% |
| All | +417.4% | +102.8% | +314.6% | +215.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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