+46.2%
WM vs FND
-36.7%
+82.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -2.1% |
| 7D | +1.2% | +7.7% | -6.5% | +1.0% |
| 30D | +13.1% | +11.9% | +1.2% | +12.7% |
| 3M | +3.6% | -14.6% | +18.2% | +3.6% |
| 6M | +8.1% | +0.5% | +7.6% | +7.9% |
| YTD | +8.9% | -15.8% | +24.7% | +9.0% |
| 1Y | +20.3% | -12.9% | +33.3% | +20.4% |
| 3Y | +46.2% | -34.2% | +80.3% | +44.2% |
| All | +46.2% | -36.7% | +82.9% | +44.2% |
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