+88.5%
WDC vs HAL
+28.0%
+60.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.1% | -8.1% | -5.6% |
| 7D | +12.1% | +6.1% | +6.0% | +10.8% |
| 30D | -18.8% | +2.9% | -21.7% | -18.8% |
| 3M | -39.3% | +3.3% | -42.6% | -39.3% |
| 6M | -40.1% | -16.9% | -23.2% | -39.4% |
| YTD | +71.8% | +21.2% | +50.6% | +61.0% |
| 1Y | +88.5% | +27.5% | +60.9% | +69.8% |
| All | +88.5% | +28.0% | +60.5% | +69.8% |
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