+334.6%
HBM vs WWD
+180.3%
+154.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -1.5% | -6.1% | -6.7% |
| 7D | -3.7% | -2.9% | -0.9% | -2.1% |
| 30D | -3.7% | -6.6% | +2.9% | 0.0% |
| 3M | +8.0% | -9.3% | +17.3% | +13.4% |
| 6M | +15.8% | -13.6% | +29.4% | +25.0% |
| YTD | +34.4% | +10.4% | +24.0% | +25.4% |
| 1Y | +98.2% | +39.9% | +58.3% | +58.8% |
| 3Y | +476.6% | +165.0% | +311.5% | +196.2% |
| All | +334.6% | +180.3% | +154.2% | +106.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling