+113.2%
WDC vs FLEX
+23.4%
+89.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -12.3% | +5.6% | +0.6% |
| 7D | -18.3% | -17.0% | -1.3% | -8.9% |
| 30D | -26.7% | -33.8% | +7.2% | -7.5% |
| 3M | -40.9% | -39.0% | -1.9% | -22.1% |
| 6M | -26.8% | -15.9% | -10.9% | -19.1% |
| YTD | +88.2% | +27.8% | +60.3% | +42.9% |
| 1Y | +113.2% | +25.0% | +88.2% | +64.8% |
| All | +113.2% | +23.4% | +89.7% | +64.8% |
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