+296.4%
WBD vs HAL
+108.0%
+188.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.2% |
| 7D | -0.7% | +0.5% | -1.2% | -0.9% |
| 30D | +5.0% | +15.9% | -10.9% | -0.1% |
| 3M | +6.2% | -8.7% | +14.9% | +8.8% |
| 6M | +0.6% | +9.0% | -8.4% | -3.3% |
| YTD | -2.4% | +32.0% | -34.4% | -12.4% |
| 1Y | +127.7% | +72.5% | +55.2% | +86.8% |
| 3Y | +148.4% | -4.5% | +153.0% | +143.4% |
| 5Y | +4.2% | +109.7% | -105.5% | -24.5% |
| 10Y | +10.8% | +1.2% | +9.6% | -13.9% |
| All | +296.4% | +108.0% | +188.4% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HAL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling