+3.2%
HAL vs WCN
+235.2%
-232.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.7% | -2.2% |
| 7D | -3.3% | -4.4% | +1.1% | -0.9% |
| 30D | +7.2% | -4.4% | +11.7% | +9.8% |
| 3M | -8.8% | +0.5% | -9.3% | -9.5% |
| 6M | +3.0% | -3.3% | +6.2% | +3.8% |
| YTD | +29.4% | -8.5% | +37.9% | +34.1% |
| 1Y | +62.8% | -8.9% | +71.8% | +68.3% |
| 3Y | -6.4% | +18.0% | -24.5% | -20.7% |
| 5Y | +103.6% | +25.0% | +78.6% | +61.8% |
| All | +3.2% | +235.2% | -232.0% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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