+141.0%
WBD vs HAL
-4.5%
+145.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.1% |
| 7D | -1.7% | -1.3% | -0.4% | -1.1% |
| 30D | +3.9% | +10.9% | -7.0% | -0.9% |
| 3M | +5.1% | -5.8% | +10.9% | +7.4% |
| 6M | +0.6% | +8.1% | -7.5% | -4.8% |
| YTD | -3.2% | +33.2% | -36.4% | -18.5% |
| 1Y | +127.7% | +74.2% | +53.5% | +64.6% |
| All | +141.0% | -4.5% | +145.5% | +115.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling