+24,084.2%
WDC vs HDB
+3,812.1%
+20,272.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +6.0% |
| 7D | +1.7% | +0.4% | +1.3% | +1.6% |
| 30D | -10.0% | -2.8% | -7.2% | -9.0% |
| 3M | -18.8% | -3.5% | -15.2% | -18.0% |
| 6M | +79.0% | -24.7% | +103.7% | +98.9% |
| YTD | +171.6% | -36.6% | +208.1% | +222.3% |
| 1Y | +417.4% | -34.4% | +451.8% | +502.8% |
| 3Y | +1,251.8% | -24.4% | +1,276.2% | +1,351.4% |
| 5Y | +911.7% | -35.4% | +947.0% | +1,043.7% |
| 10Y | +1,399.6% | +39.5% | +1,360.1% | +1,087.2% |
| All | +24,084.2% | +3,812.1% | +20,272.1% | +3,930.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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