+588.2%
HBM vs WCC
+541.6%
+46.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -2.5% |
| 7D | -3.3% | +1.5% | -4.8% | -4.0% |
| 30D | -4.8% | -2.1% | -2.7% | -3.7% |
| 3M | -0.4% | +3.8% | -4.2% | -2.8% |
| 6M | +17.9% | +35.0% | -17.1% | -0.4% |
| YTD | +33.7% | +46.4% | -12.6% | +7.6% |
| 1Y | +95.6% | +63.0% | +32.6% | +47.2% |
| 3Y | +458.1% | +133.9% | +324.2% | +213.7% |
| 5Y | +329.0% | +226.5% | +102.5% | +81.4% |
| All | +588.2% | +541.6% | +46.6% | +91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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