+718.8%
HAL vs WWD
+15,065.0%
-14,346.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.0% | +2.8% |
| 7D | -0.2% | +3.7% | -3.9% | -1.8% |
| 30D | +1.0% | +1.8% | -0.8% | -0.2% |
| 3M | -2.1% | -5.0% | +2.9% | -0.9% |
| 6M | -17.5% | -8.4% | -9.1% | -16.5% |
| YTD | +18.1% | +12.3% | +5.9% | +8.4% |
| 1Y | +19.7% | +26.2% | -6.5% | +3.9% |
| 3Y | -7.9% | +154.6% | -162.5% | -41.7% |
| 5Y | +53.1% | +195.3% | -142.2% | -10.8% |
| 10Y | -16.8% | +466.3% | -483.1% | -60.8% |
| All | +718.8% | +15,065.0% | -14,346.1% | +130.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling