+660.4%
WDC vs HD
+253.5%
+406.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.2% |
| 7D | -16.7% | +5.2% | -21.9% | -19.6% |
| 30D | -27.2% | +20.7% | -47.9% | -36.4% |
| 3M | -34.0% | +0.8% | -34.8% | -35.4% |
| 6M | -39.7% | +12.2% | -51.9% | -46.5% |
| YTD | +68.1% | +4.2% | +63.8% | +56.3% |
| 1Y | +66.3% | -2.6% | +68.9% | +62.0% |
| 3Y | +754.4% | +30.0% | +724.4% | +543.6% |
| 5Y | +595.8% | +8.1% | +587.7% | +489.2% |
| 10Y | +660.4% | +247.2% | +413.2% | +204.3% |
| All | +660.4% | +253.5% | +406.9% | +204.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling