+87.7%
WDC vs HD
-3.7%
+91.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | +16.3% | -0.5% | +16.8% | +16.1% |
| 30D | -18.3% | +18.5% | -36.7% | -17.1% |
| 3M | -31.4% | +2.2% | -33.6% | -30.0% |
| 6M | -36.3% | +13.8% | -50.1% | -37.8% |
| YTD | +80.8% | +3.4% | +77.4% | +79.3% |
| 1Y | +87.7% | -3.5% | +91.2% | +92.3% |
| All | +87.7% | -3.7% | +91.4% | +92.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling