+84.7%
WDC vs TMF
-26.6%
+111.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.1% | +8.3% | +8.3% |
| 7D | -3.2% | -3.4% | +0.1% | -3.0% |
| 30D | -19.0% | +11.5% | -30.5% | -21.0% |
| 3M | -28.4% | -4.5% | -23.9% | -27.3% |
| 6M | -39.2% | -15.0% | -24.3% | -35.1% |
| YTD | +82.1% | -19.9% | +101.9% | +98.5% |
| 1Y | +84.7% | -26.6% | +111.2% | +108.3% |
| All | +84.7% | -26.6% | +111.3% | +108.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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