+1,437.0%
HD vs WCC
+1,412.6%
+24.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.3% |
| 7D | +4.3% | -14.7% | +19.0% | +7.5% |
| 30D | +20.2% | -20.1% | +40.3% | +25.2% |
| 3M | -1.0% | -21.2% | +20.2% | +3.1% |
| 6M | +7.9% | -19.2% | +27.1% | +11.0% |
| YTD | +2.0% | +20.2% | -18.2% | -4.5% |
| 1Y | -4.3% | +14.5% | -18.8% | -9.6% |
| 3Y | +25.9% | +115.1% | -89.2% | -0.8% |
| 5Y | +5.8% | +121.5% | -115.7% | -20.0% |
| 10Y | +262.5% | +468.1% | -205.6% | +103.5% |
| All | +1,437.0% | +1,412.6% | +24.4% | +496.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling