+95.6%
HBM vs WWD
+41.6%
+54.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -1.2% |
| 7D | -3.3% | -2.6% | -0.7% | -2.1% |
| 30D | -4.8% | -6.9% | +2.1% | -1.5% |
| 3M | -0.4% | -13.0% | +12.6% | +6.1% |
| 6M | +17.9% | -12.5% | +30.3% | +24.1% |
| YTD | +33.7% | +11.8% | +21.9% | +30.8% |
| 1Y | +95.6% | +41.1% | +54.5% | +91.3% |
| All | +95.6% | +41.6% | +54.0% | +91.3% |
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