+72.5%
HAL vs WWD
+40.3%
+32.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.7% |
| 7D | +0.5% | +0.8% | -0.3% | +0.5% |
| 30D | +15.9% | -6.4% | +22.4% | +16.1% |
| 3M | -8.7% | -5.6% | -3.1% | -9.2% |
| 6M | +9.0% | -9.1% | +18.1% | +8.5% |
| YTD | +32.0% | +12.5% | +19.5% | +26.0% |
| 1Y | +72.5% | +41.3% | +31.1% | +58.2% |
| All | +72.5% | +40.3% | +32.2% | +58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling