+11,005.7%
WDC vs HAL
+499.7%
+10,506.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -16.7% | -6.5% | -10.3% | -14.7% |
| 30D | -27.2% | -2.1% | -25.1% | -26.6% |
| 3M | -34.0% | -4.9% | -29.2% | -32.9% |
| 6M | -39.7% | -19.3% | -20.4% | -35.8% |
| YTD | +68.1% | +14.3% | +53.8% | +58.4% |
| 1Y | +66.3% | +17.3% | +49.0% | +55.2% |
| 3Y | +754.4% | -10.9% | +765.3% | +752.5% |
| 5Y | +595.8% | +47.4% | +548.4% | +454.5% |
| 10Y | +660.4% | -20.8% | +681.2% | +544.5% |
| All | +11,005.7% | +499.7% | +10,506.0% | +4,316.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling