+1,328.4%
WDC vs FND
-50.8%
+1,379.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -4.1% |
| 7D | +4.4% | -5.1% | +9.5% | +5.5% |
| 30D | +5.3% | -22.5% | +27.8% | +10.5% |
| 3M | -5.9% | -5.0% | -0.9% | -6.8% |
| 6M | +73.2% | -21.5% | +94.8% | +79.0% |
| YTD | +167.8% | -23.0% | +190.9% | +177.4% |
| 1Y | +386.0% | -44.9% | +430.9% | +447.9% |
| All | +1,328.4% | -50.8% | +1,379.2% | +1,463.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling