+417.4%
WDC vs FND
-36.4%
+453.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.7% | +4.1% | +5.8% |
| 7D | +1.7% | -5.2% | +7.0% | +2.0% |
| 30D | -10.0% | -19.9% | +9.9% | -8.9% |
| 3M | -18.8% | +2.7% | -21.5% | -20.3% |
| 6M | +79.0% | -21.7% | +100.7% | +81.0% |
| YTD | +171.6% | -17.5% | +189.1% | +177.7% |
| 1Y | +417.4% | -39.3% | +456.7% | +438.1% |
| All | +417.4% | -36.4% | +453.7% | +438.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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