+417.4%
WDC vs HL
+134.7%
+282.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.5% | +8.4% | +6.8% |
| 7D | +1.7% | +1.5% | +0.3% | +0.9% |
| 30D | -10.0% | +25.1% | -35.0% | -18.5% |
| 3M | -18.8% | +22.9% | -41.7% | -26.2% |
| 6M | +79.0% | -4.9% | +83.9% | +74.6% |
| YTD | +171.6% | +7.8% | +163.7% | +150.1% |
| 1Y | +417.4% | +133.9% | +283.5% | +320.6% |
| All | +417.4% | +134.7% | +282.7% | +320.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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