+1,394.6%
WDC vs HIG
+101.4%
+1,293.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.4% | +1.1% |
| 7D | +7.5% | -0.5% | +7.9% | +7.4% |
| 30D | +10.1% | -2.8% | +12.9% | +9.9% |
| 3M | -6.8% | +6.3% | -13.2% | -6.9% |
| 6M | +84.1% | -0.1% | +84.2% | +85.3% |
| YTD | +180.3% | +0.4% | +179.8% | +181.4% |
| 1Y | +411.1% | +6.2% | +404.8% | +404.2% |
| All | +1,394.6% | +101.4% | +1,293.2% | +1,003.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling