+182.4%
HAL vs WCC
+1,713.7%
-1,531.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | -1.9% |
| 7D | +2.9% | +4.5% | -1.5% | +1.3% |
| 30D | +17.0% | -5.8% | +22.8% | +19.2% |
| 3M | -9.7% | -3.7% | -6.0% | -9.6% |
| 6M | +8.6% | +23.1% | -14.4% | -1.9% |
| YTD | +33.0% | +44.2% | -11.2% | +13.3% |
| 1Y | +68.3% | +62.1% | +6.2% | +36.3% |
| 3Y | +0.1% | +121.1% | -121.0% | -31.3% |
| 5Y | +102.6% | +214.0% | -111.3% | +17.1% |
| 10Y | +3.8% | +472.8% | -469.0% | -53.2% |
| All | +182.4% | +1,713.7% | -1,531.3% | -9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling