+11,253.4%
WDC vs HAL
+535.9%
+10,717.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.1% | -8.1% | -6.0% |
| 7D | +12.1% | +6.1% | +6.0% | +9.9% |
| 30D | -18.8% | +2.9% | -21.7% | -19.4% |
| 3M | -39.3% | +3.3% | -42.6% | -40.0% |
| 6M | -40.1% | -16.9% | -23.2% | -36.8% |
| YTD | +71.8% | +21.2% | +50.6% | +58.8% |
| 1Y | +88.5% | +27.5% | +60.9% | +71.1% |
| 3Y | +770.0% | -6.4% | +776.4% | +753.9% |
| 5Y | +549.0% | +58.0% | +491.0% | +405.5% |
| 10Y | +650.3% | -14.6% | +664.9% | +520.6% |
| All | +11,253.4% | +535.9% | +10,717.5% | +4,327.9% |
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