-22.1%
HDB vs WCC
+153.2%
-175.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.2% | -0.3% |
| 7D | +6.9% | +3.3% | +3.6% | +6.3% |
| 30D | +15.2% | -9.4% | +24.7% | +16.3% |
| 3M | +11.7% | -10.5% | +22.2% | +12.8% |
| 6M | +7.5% | -10.4% | +17.9% | +8.1% |
| YTD | -28.8% | +34.4% | -63.2% | -33.0% |
| 1Y | -29.1% | +27.7% | -56.8% | -32.9% |
| 3Y | -7.0% | +137.9% | -145.0% | -24.5% |
| 5Y | -22.1% | +147.0% | -169.1% | -41.3% |
| All | -22.1% | +153.2% | -175.3% | -41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling