+289.7%
WM vs FND
+68.8%
+220.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +2.0% | +1.3% |
| 7D | +0.8% | -4.4% | +5.2% | +1.2% |
| 30D | +13.8% | +14.5% | -0.7% | +12.2% |
| 3M | +6.4% | -15.6% | +22.0% | +7.9% |
| 6M | +13.2% | +4.7% | +8.5% | +12.0% |
| YTD | +10.8% | -16.1% | +26.9% | +11.5% |
| 1Y | +20.2% | -16.0% | +36.2% | +20.8% |
| 3Y | +46.5% | -35.5% | +81.9% | +47.4% |
| 5Y | +61.3% | -60.5% | +121.8% | +68.1% |
| All | +289.7% | +68.8% | +220.9% | +229.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling