+109.7%
HAL vs WCC
+229.6%
-120.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.5% |
| 7D | +0.5% | +8.5% | -8.0% | -2.1% |
| 30D | +15.9% | -1.0% | +16.9% | +16.0% |
| 3M | -8.7% | +2.1% | -10.8% | -10.3% |
| 6M | +9.0% | +36.8% | -27.8% | -4.1% |
| YTD | +32.0% | +47.7% | -15.7% | +12.8% |
| 1Y | +72.5% | +66.5% | +5.9% | +40.1% |
| 3Y | -4.5% | +134.2% | -138.7% | -34.9% |
| 5Y | +109.7% | +231.6% | -122.0% | +12.3% |
| All | +109.7% | +229.6% | -120.0% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling