+330.3%
WM vs HDB
+63.5%
+266.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +3.2% | +2.7% | +0.5% | +2.7% |
| 30D | +13.0% | +14.1% | -1.1% | +10.2% |
| 3M | +9.2% | +11.8% | -2.6% | +6.7% |
| 6M | +13.6% | +8.2% | +5.5% | +11.4% |
| YTD | +12.4% | -29.3% | +41.7% | +19.4% |
| 1Y | +21.2% | -28.8% | +50.0% | +28.5% |
| 3Y | +48.7% | -7.5% | +56.1% | +46.7% |
| 5Y | +61.9% | -23.1% | +84.9% | +64.1% |
| All | +330.3% | +63.5% | +266.8% | +262.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling