+13.5%
WFC vs HDB
-37.2%
+50.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +2.5% |
| 7D | +0.4% | -4.9% | +5.3% | +1.9% |
| 30D | +2.5% | -5.8% | +8.3% | +4.2% |
| 3M | +10.0% | -5.2% | +15.2% | +11.0% |
| 6M | +15.1% | -25.7% | +40.8% | +23.8% |
| YTD | -2.2% | -39.6% | +37.4% | +9.7% |
| 1Y | +13.5% | -36.9% | +50.4% | +24.6% |
| All | +13.5% | -37.2% | +50.7% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling