+11.4%
WBD vs HAL
+4.5%
+6.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.4% |
| 7D | -0.7% | -3.3% | +2.6% | +0.2% |
| 30D | +1.4% | +8.2% | -6.7% | -1.1% |
| 3M | +4.4% | -9.4% | +13.8% | +7.0% |
| 6M | +0.8% | +0.6% | +0.2% | -0.4% |
| YTD | -2.7% | +28.6% | -31.3% | -11.2% |
| 1Y | +73.4% | +63.9% | +9.5% | +46.9% |
| 3Y | +142.1% | -7.1% | +149.3% | +137.4% |
| 5Y | +7.2% | +102.3% | -95.1% | -18.3% |
| All | +11.4% | +4.5% | +6.8% | -15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling