+19.7%
HAL vs WCC
+26.8%
-7.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.3% | 0.0% | +2.9% |
| 7D | -0.2% | +3.3% | -3.5% | -0.7% |
| 30D | +1.0% | -9.4% | +10.4% | +2.0% |
| 3M | -2.1% | -10.5% | +8.4% | -1.1% |
| 6M | -17.5% | -10.4% | -7.1% | -16.5% |
| YTD | +18.1% | +34.4% | -16.3% | +6.0% |
| 1Y | +19.7% | +27.7% | -7.9% | +8.5% |
| All | +19.7% | +26.8% | -7.1% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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