-2.6%
HD vs WU
-14.8%
+12.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.0% |
| 7D | +5.2% | +11.0% | -5.8% | +2.3% |
| 30D | +20.7% | +13.4% | +7.3% | +16.9% |
| 3M | +0.8% | +2.2% | -1.4% | -0.4% |
| 6M | +12.2% | -18.2% | +30.4% | +15.9% |
| YTD | +4.2% | -18.3% | +22.5% | +6.8% |
| 1Y | -2.6% | -12.2% | +9.6% | -5.0% |
| All | -2.6% | -14.8% | +12.2% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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