+411.1%
WDC vs FLEX
+101.8%
+309.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.9% |
| 7D | +7.5% | +6.4% | +1.1% | +3.4% |
| 30D | +10.1% | -5.9% | +15.9% | +14.4% |
| 3M | -6.8% | -23.5% | +16.6% | +10.5% |
| 6M | +84.1% | +83.7% | +0.4% | +15.9% |
| YTD | +180.3% | +86.5% | +93.8% | +76.0% |
| 1Y | +411.1% | +100.5% | +310.6% | +211.7% |
| All | +411.1% | +101.8% | +309.3% | +211.7% |
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