+366.0%
WDC vs FND
-45.3%
+411.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.0% |
| 7D | -4.3% | -5.8% | +1.4% | -4.1% |
| 30D | -1.5% | -20.2% | +18.7% | -0.5% |
| 3M | -15.5% | -12.0% | -3.5% | -15.7% |
| 6M | +66.5% | -18.5% | +85.0% | +66.8% |
| YTD | +159.9% | -22.3% | +182.1% | +167.2% |
| 1Y | +366.0% | -47.6% | +413.6% | +441.0% |
| All | +366.0% | -45.3% | +411.3% | +441.0% |
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