-17.4%
HAL vs WEC
+195.2%
-212.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.6% | -0.7% | +3.3% | +2.8% |
| 30D | -0.1% | +11.0% | -11.1% | -2.5% |
| 3M | -1.1% | +8.6% | -9.7% | -3.1% |
| 6M | -20.7% | +6.2% | -26.9% | -22.0% |
| YTD | +17.5% | +14.3% | +3.2% | +13.4% |
| 1Y | +24.1% | +8.4% | +15.7% | +21.2% |
| 3Y | -8.4% | +62.9% | -71.2% | -20.0% |
| 5Y | +53.2% | +55.8% | -2.6% | +35.0% |
| All | -17.4% | +195.2% | -212.7% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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