+712.3%
WDC vs HD
+25.9%
+686.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.1% |
| 7D | -28.0% | +4.3% | -32.3% | -28.6% |
| 30D | -34.9% | +20.2% | -55.1% | -38.0% |
| 3M | -41.6% | -1.0% | -40.6% | -41.2% |
| 6M | -45.4% | +7.9% | -53.3% | -47.4% |
| YTD | +53.3% | +2.0% | +51.3% | +50.4% |
| 1Y | +61.5% | -4.3% | +65.8% | +63.1% |
| 3Y | +712.3% | +25.9% | +686.4% | +657.7% |
| All | +712.3% | +25.9% | +686.5% | +657.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling