+74.4%
WBD vs HAL
+63.9%
+10.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.6% |
| 7D | -0.6% | -3.3% | +2.7% | 0.0% |
| 30D | +4.2% | +7.2% | -3.0% | +2.6% |
| 3M | +7.5% | -8.8% | +16.3% | +9.8% |
| 6M | +1.6% | +3.0% | -1.4% | -0.2% |
| YTD | -2.2% | +29.4% | -31.5% | -12.0% |
| All | +74.4% | +63.9% | +10.5% | +43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling