+693.0%
WDC vs FND
+54.9%
+638.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -3.9% |
| 7D | +4.4% | -5.1% | +9.5% | +6.2% |
| 30D | +5.3% | -22.5% | +27.8% | +14.3% |
| 3M | -5.9% | -5.0% | -0.9% | -6.5% |
| 6M | +73.2% | -21.5% | +94.8% | +82.3% |
| YTD | +167.8% | -23.0% | +190.9% | +182.5% |
| 1Y | +386.0% | -44.9% | +430.9% | +471.7% |
| 3Y | +1,309.7% | -50.0% | +1,359.7% | +1,526.5% |
| 5Y | +957.1% | -63.3% | +1,020.4% | +1,188.5% |
| All | +693.0% | +54.9% | +638.1% | +418.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling