+205.0%
HD vs WWD
+476.2%
-271.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.7% |
| 7D | -1.2% | +0.8% | -2.0% | -1.4% |
| 30D | -11.1% | -6.4% | -4.7% | -9.5% |
| 3M | +2.0% | -5.6% | +7.7% | +3.3% |
| 6M | -10.5% | -9.1% | -1.4% | -8.6% |
| YTD | -6.9% | +12.5% | -19.4% | -11.2% |
| 1Y | -23.2% | +41.3% | -64.5% | -32.0% |
| 3Y | +3.1% | +170.2% | -167.2% | -27.3% |
| 5Y | +7.4% | +192.5% | -185.1% | -27.8% |
| 10Y | +205.0% | +476.9% | -271.9% | +60.8% |
| All | +205.0% | +476.2% | -271.2% | +60.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling