+1,359.8%
WDC vs HBM
+522.1%
+837.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.8% | -3.6% | -0.3% |
| 7D | +6.0% | +7.4% | -1.4% | +2.7% |
| 30D | +9.9% | +5.1% | +4.9% | +6.9% |
| 3M | -9.4% | +11.1% | -20.5% | -14.2% |
| 6M | +94.7% | +30.2% | +64.5% | +71.4% |
| YTD | +177.4% | +46.2% | +131.1% | +134.2% |
| 1Y | +412.6% | +120.0% | +292.5% | +275.1% |
| 3Y | +1,359.8% | +527.4% | +832.4% | +716.3% |
| All | +1,359.8% | +522.1% | +837.7% | +716.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling