+567.0%
WDC vs HBM
+194.0%
+373.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.1% | -3.9% | -4.6% |
| 7D | +12.1% | +2.2% | +9.8% | +11.2% |
| 30D | -18.8% | -11.8% | -7.0% | -14.3% |
| 3M | -39.3% | -19.2% | -20.1% | -34.3% |
| 6M | -40.1% | -22.9% | -17.2% | -34.3% |
| YTD | +71.8% | +7.8% | +64.0% | +67.0% |
| 1Y | +88.5% | +34.9% | +53.6% | +70.3% |
| 3Y | +770.0% | +422.2% | +347.8% | +407.5% |
| All | +567.0% | +194.0% | +373.0% | +334.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling