+3,769.4%
HDB vs WCC
+4,218.4%
-449.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -1.5% |
| 7D | +0.4% | +4.5% | -4.0% | -0.8% |
| 30D | -2.8% | -5.8% | +3.0% | -1.5% |
| 3M | -3.5% | -3.7% | +0.1% | -3.4% |
| 6M | -24.7% | +23.1% | -47.8% | -29.9% |
| YTD | -36.6% | +44.2% | -80.7% | -43.8% |
| 1Y | -34.4% | +62.1% | -96.5% | -44.2% |
| 3Y | -24.4% | +121.1% | -145.5% | -44.7% |
| 5Y | -35.4% | +214.0% | -249.3% | -59.7% |
| 10Y | +39.5% | +472.8% | -433.2% | -36.5% |
| All | +3,769.4% | +4,218.4% | -449.0% | +1,343.9% |
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