+7,638.9%
WDC vs FLEX
+7,523.3%
+115.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.3% |
| 7D | +1.7% | -0.9% | +2.6% | +2.1% |
| 30D | -10.0% | -10.1% | +0.2% | -6.0% |
| 3M | -18.8% | -31.3% | +12.6% | -4.5% |
| 6M | +79.0% | +71.3% | +7.8% | +43.9% |
| YTD | +171.6% | +81.2% | +90.3% | +114.8% |
| 1Y | +417.4% | +98.5% | +318.9% | +295.7% |
| 3Y | +1,251.8% | +428.2% | +823.5% | +602.1% |
| 5Y | +911.7% | +657.3% | +254.4% | +358.4% |
| 10Y | +1,399.6% | +995.9% | +403.7% | +480.9% |
| All | +7,638.9% | +7,523.3% | +115.6% | +1,352.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling