+41.5%
HDB vs WCN
+235.9%
-194.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.2% | +6.7% | +6.8% |
| 7D | +0.7% | -3.1% | +3.8% | +2.1% |
| 30D | +1.0% | -3.4% | +4.4% | +2.5% |
| 3M | -2.0% | +3.0% | -4.9% | -3.4% |
| 6M | -18.1% | -3.8% | -14.4% | -17.2% |
| YTD | -36.1% | -8.3% | -27.8% | -34.3% |
| 1Y | -34.0% | -9.7% | -24.3% | -31.8% |
| 3Y | -26.7% | +17.2% | -43.9% | -34.6% |
| 5Y | -33.9% | +25.3% | -59.2% | -44.0% |
| All | +41.5% | +235.9% | -194.4% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling