+411.1%
WDC vs TFC
+13.9%
+397.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.1% |
| 7D | +7.5% | -1.3% | +8.8% | +7.5% |
| 30D | +10.1% | -2.3% | +12.4% | +10.3% |
| 3M | -6.8% | +2.5% | -9.3% | -8.0% |
| 6M | +84.1% | +9.5% | +74.7% | +75.9% |
| YTD | +180.3% | +5.1% | +175.2% | +172.5% |
| 1Y | +411.1% | +15.5% | +395.6% | +420.5% |
| All | +411.1% | +13.9% | +397.1% | +420.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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