+10,029.5%
WDC vs HD
+34,230.8%
-24,201.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.5% |
| 7D | -28.0% | +4.3% | -32.3% | -29.8% |
| 30D | -34.9% | +20.2% | -55.1% | -41.2% |
| 3M | -41.6% | -1.0% | -40.6% | -42.2% |
| 6M | -45.4% | +7.9% | -53.3% | -48.9% |
| YTD | +53.3% | +2.0% | +51.3% | +47.0% |
| 1Y | +61.5% | -4.3% | +65.8% | +59.6% |
| 3Y | +712.3% | +25.9% | +686.4% | +590.0% |
| 5Y | +524.2% | +5.8% | +518.4% | +473.9% |
| 10Y | +616.5% | +262.5% | +354.0% | +271.8% |
| All | +10,029.5% | +34,230.8% | -24,201.3% | +439.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling