+386.0%
WDC vs HIG
+7.0%
+379.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.2% |
| 7D | +4.4% | -2.3% | +6.7% | +1.9% |
| 30D | +5.3% | -1.2% | +6.5% | +4.3% |
| 3M | -5.9% | +6.3% | -12.2% | +2.1% |
| 6M | +73.2% | +0.6% | +72.7% | +83.8% |
| YTD | +167.8% | +0.6% | +167.2% | +185.6% |
| 1Y | +386.0% | +6.1% | +379.9% | +452.8% |
| All | +386.0% | +7.0% | +379.0% | +452.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling