+332.5%
HBM vs WCC
+224.0%
+108.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -2.3% |
| 7D | -3.3% | +1.5% | -4.8% | -3.9% |
| 30D | -4.8% | -2.1% | -2.7% | -3.8% |
| 3M | -0.4% | +3.8% | -4.2% | -2.4% |
| 6M | +17.9% | +35.0% | -17.1% | +2.2% |
| YTD | +33.7% | +46.4% | -12.6% | +11.4% |
| 1Y | +95.6% | +63.0% | +32.6% | +54.3% |
| 3Y | +458.1% | +133.9% | +324.2% | +245.0% |
| All | +332.5% | +224.0% | +108.5% | +97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling