+770.0%
WDC vs HD
+30.9%
+739.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.0% |
| 7D | +12.1% | +1.5% | +10.6% | +11.8% |
| 30D | -18.8% | +18.0% | -36.8% | -22.1% |
| 3M | -39.3% | +2.8% | -42.1% | -39.5% |
| 6M | -40.1% | +17.0% | -57.1% | -44.3% |
| YTD | +71.8% | +3.5% | +68.3% | +68.0% |
| 1Y | +88.5% | -2.6% | +91.1% | +89.5% |
| 3Y | +770.0% | +30.7% | +739.3% | +669.6% |
| All | +770.0% | +30.9% | +739.1% | +669.6% |
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