+210.2%
HD vs WBD
+10.9%
+199.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -1.8% | -1.7% | -0.1% | -1.5% |
| 30D | -10.8% | +3.9% | -14.7% | -11.4% |
| 3M | -2.7% | +5.1% | -7.8% | -3.5% |
| 6M | -10.3% | +0.6% | -10.9% | -10.4% |
| YTD | -7.8% | -3.2% | -4.7% | -7.4% |
| 1Y | -23.1% | +127.7% | -150.8% | -33.5% |
| 3Y | +2.0% | +146.6% | -144.6% | -16.4% |
| 5Y | +6.2% | +4.2% | +2.0% | -3.8% |
| 10Y | +210.2% | +13.7% | +196.5% | +142.0% |
| All | +210.2% | +10.9% | +199.3% | +142.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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