+417.4%
WDC vs HAL
+74.7%
+342.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +5.9% |
| 7D | +1.7% | +2.9% | -1.2% | +1.5% |
| 30D | -10.0% | +17.0% | -27.0% | -11.2% |
| 3M | -18.8% | -9.7% | -9.1% | -18.2% |
| 6M | +79.0% | +8.6% | +70.4% | +75.7% |
| YTD | +171.6% | +33.0% | +138.6% | +159.3% |
| 1Y | +417.4% | +68.3% | +349.1% | +410.6% |
| All | +417.4% | +74.7% | +342.7% | +410.6% |
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