-4.5%
HAL vs WCN
+19.6%
-24.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | +0.5% | -0.4% | +0.9% | +0.5% |
| 30D | +15.9% | -2.1% | +18.1% | +16.3% |
| 3M | -8.7% | +6.4% | -15.1% | -9.7% |
| 6M | +9.0% | -3.7% | +12.7% | +9.7% |
| YTD | +32.0% | -6.4% | +38.4% | +33.4% |
| 1Y | +72.5% | -7.9% | +80.4% | +75.0% |
| 3Y | -4.5% | +20.8% | -25.3% | -12.7% |
| All | -4.5% | +19.6% | -24.2% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling