+692.7%
HAL vs WWD
+14,812.3%
-14,119.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.8% | -1.8% |
| 7D | -7.9% | +4.2% | -12.1% | -9.5% |
| 30D | -2.1% | -0.8% | -1.3% | -2.2% |
| 3M | +0.4% | -8.2% | +8.6% | +3.1% |
| 6M | -19.2% | -9.8% | -9.4% | -17.7% |
| YTD | +14.4% | +10.4% | +4.0% | +5.6% |
| 1Y | +18.0% | +25.5% | -7.5% | +2.6% |
| 3Y | -9.7% | +155.8% | -165.5% | -42.9% |
| 5Y | +40.1% | +187.3% | -147.2% | -17.5% |
| 10Y | -19.1% | +462.7% | -481.8% | -61.8% |
| All | +692.7% | +14,812.3% | -14,119.6% | +124.6% |
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