+249.6%
HL vs WWD
+148.2%
+101.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -11.1% | +4.0% | -15.1% | -12.8% |
| 30D | -12.1% | +0.4% | -12.5% | -12.5% |
| 3M | -26.1% | -7.9% | -18.2% | -23.3% |
| 6M | -37.7% | -10.6% | -27.1% | -34.7% |
| YTD | -31.7% | +9.4% | -41.1% | -34.4% |
| 1Y | -11.6% | +25.7% | -37.4% | -20.3% |
| 3Y | +249.6% | +148.5% | +101.1% | +117.9% |
| All | +249.6% | +148.2% | +101.5% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling