+642.9%
WDC vs HAL
-13.9%
+656.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.1% | -8.1% | -6.2% |
| 7D | +12.1% | +6.1% | +6.0% | +9.5% |
| 30D | -18.8% | +2.9% | -21.7% | -19.5% |
| 3M | -39.3% | +3.3% | -42.6% | -40.1% |
| 6M | -40.1% | -16.9% | -23.2% | -36.2% |
| YTD | +71.8% | +21.2% | +50.6% | +56.2% |
| 1Y | +88.5% | +27.5% | +60.9% | +67.7% |
| 3Y | +770.0% | -6.4% | +776.4% | +746.4% |
| 5Y | +549.0% | +58.0% | +491.0% | +367.2% |
| All | +642.9% | -13.9% | +656.8% | +403.4% |
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