+4,539.7%
WDC vs HBM
+613.3%
+3,926.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.8% | +6.1% |
| 7D | +1.7% | -6.4% | +8.1% | +3.6% |
| 30D | -10.0% | +5.9% | -15.9% | -11.9% |
| 3M | -18.8% | -8.9% | -9.8% | -16.7% |
| 6M | +79.0% | +10.7% | +68.4% | +72.9% |
| YTD | +171.6% | +38.3% | +133.3% | +146.9% |
| 1Y | +417.4% | +121.3% | +296.0% | +314.9% |
| 3Y | +1,251.8% | +450.6% | +801.2% | +725.0% |
| 5Y | +911.7% | +338.0% | +573.7% | +517.9% |
| 10Y | +1,399.6% | +578.6% | +821.0% | +588.8% |
| All | +4,539.7% | +613.3% | +3,926.3% | +1,622.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling