+66.7%
HDB vs WCN
+322.1%
-255.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.5% |
| 7D | +2.7% | +2.6% | +0.2% | +1.7% |
| 30D | +14.1% | +23.9% | -9.8% | +4.1% |
| 3M | +11.8% | +17.4% | -5.6% | +4.2% |
| 6M | +8.2% | +28.0% | -19.8% | -3.1% |
| YTD | -29.3% | +11.6% | -40.9% | -33.3% |
| 1Y | -28.8% | +16.9% | -45.6% | -34.3% |
| 3Y | -7.5% | +51.6% | -59.1% | -26.5% |
| 5Y | -23.1% | +48.0% | -71.0% | -39.2% |
| All | +66.7% | +322.1% | -255.4% | -1.1% |
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