+4,243.5%
HDB vs WCC
+3,926.7%
+316.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.2% | -0.7% |
| 7D | +6.9% | +3.3% | +3.6% | +5.7% |
| 30D | +15.2% | -9.4% | +24.7% | +17.2% |
| 3M | +11.7% | -10.5% | +22.2% | +13.6% |
| 6M | +7.5% | -10.4% | +17.9% | +8.5% |
| YTD | -28.8% | +34.4% | -63.2% | -36.4% |
| 1Y | -29.1% | +27.7% | -56.8% | -35.9% |
| 3Y | -7.0% | +137.9% | -145.0% | -34.1% |
| 5Y | -22.1% | +147.0% | -169.1% | -48.3% |
| 10Y | +64.9% | +442.5% | -377.6% | -24.3% |
| All | +4,243.5% | +3,926.7% | +316.8% | +1,534.1% |
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