+89.0%
WDC vs FLEX
+27.1%
+61.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.8% | +4.6% | +6.0% |
| 7D | -3.2% | +2.2% | -5.5% | -4.0% |
| 30D | -19.0% | -32.6% | +13.6% | +1.9% |
| 3M | -28.4% | -35.5% | +7.1% | -8.2% |
| 6M | -39.2% | -45.6% | +6.3% | -12.9% |
| YTD | +82.1% | +30.7% | +51.4% | +35.8% |
| All | +89.0% | +27.1% | +61.9% | +45.6% |
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