+1,330.5%
WDC vs HD
+6.7%
+1,323.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +4.9% | +5.6% |
| 7D | +1.7% | -2.1% | +3.8% | +2.4% |
| 30D | -10.0% | -8.4% | -1.5% | -7.5% |
| 3M | -18.8% | +4.3% | -23.1% | -21.8% |
| 6M | +79.0% | -11.1% | +90.2% | +85.3% |
| YTD | +171.6% | -4.7% | +176.2% | +170.5% |
| 1Y | +417.4% | -19.8% | +437.2% | +459.9% |
| All | +1,330.5% | +6.7% | +1,323.9% | +1,226.6% |
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