+1,309.1%
WDC vs FLEX
+1,045.8%
+263.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.9% |
| 7D | +7.5% | +6.4% | +1.1% | +3.3% |
| 30D | +10.1% | -5.9% | +15.9% | +14.4% |
| 3M | -6.8% | -23.5% | +16.6% | +11.3% |
| 6M | +84.1% | +83.7% | +0.4% | +19.8% |
| YTD | +180.3% | +86.5% | +93.8% | +81.8% |
| 1Y | +411.1% | +100.5% | +310.6% | +215.9% |
| 3Y | +1,375.0% | +469.8% | +905.2% | +347.7% |
| 5Y | +991.6% | +725.7% | +265.9% | +153.4% |
| 10Y | +1,309.1% | +1,086.7% | +222.4% | +140.0% |
| All | +1,309.1% | +1,045.8% | +263.3% | +140.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling