+991.6%
WDC vs FND
-61.3%
+1,052.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.2% |
| 7D | +7.5% | -0.8% | +8.2% | +7.6% |
| 30D | +10.1% | -19.6% | +29.6% | +16.4% |
| 3M | -6.8% | -4.3% | -2.5% | -7.6% |
| 6M | +84.1% | -20.4% | +104.6% | +91.5% |
| YTD | +180.3% | -21.9% | +202.1% | +192.0% |
| 1Y | +411.1% | -45.2% | +456.3% | +491.1% |
| 3Y | +1,375.0% | -49.2% | +1,424.2% | +1,560.6% |
| 5Y | +991.6% | -61.8% | +1,053.4% | +1,110.5% |
| All | +991.6% | -61.3% | +1,052.8% | +1,110.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling