+137.1%
HAL vs WCN
+6,839.3%
-6,702.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +2.9% | -0.6% | +3.6% | +3.1% |
| 30D | +17.0% | +0.4% | +16.6% | +16.9% |
| 3M | -9.7% | +7.3% | -17.0% | -11.8% |
| 6M | +8.6% | -2.5% | +11.1% | +8.9% |
| YTD | +33.0% | -5.4% | +38.4% | +34.3% |
| 1Y | +68.3% | -8.5% | +76.8% | +71.3% |
| 3Y | +0.1% | +20.8% | -20.7% | -7.2% |
| 5Y | +102.6% | +30.0% | +72.6% | +82.8% |
| 10Y | +3.8% | +238.4% | -234.6% | -27.4% |
| All | +137.1% | +6,839.3% | -6,702.3% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling