-19.1%
HAL vs WWD
+494.7%
-513.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.8% | -2.7% |
| 7D | -7.9% | +4.2% | -12.1% | -10.3% |
| 30D | -2.1% | -0.8% | -1.3% | -2.4% |
| 3M | +0.4% | -8.2% | +8.6% | +4.1% |
| 6M | -19.2% | -9.8% | -9.4% | -17.4% |
| YTD | +14.4% | +10.4% | +4.0% | 0.0% |
| 1Y | +18.0% | +25.5% | -7.5% | -6.2% |
| 3Y | -9.7% | +155.8% | -165.5% | -58.0% |
| 5Y | +40.1% | +187.3% | -147.2% | -43.3% |
| 10Y | -19.1% | +462.7% | -481.8% | -77.5% |
| All | -19.1% | +494.7% | -513.8% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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