-3.4%
HAL vs WEC
+42.4%
-45.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | +2.9% | -0.3% | +3.2% | +3.0% |
| 30D | +17.0% | -1.3% | +18.3% | +17.1% |
| 3M | -9.7% | -3.9% | -5.7% | -9.3% |
| 6M | +8.6% | -8.3% | +16.9% | +9.5% |
| YTD | +33.0% | +3.1% | +29.9% | +31.9% |
| 1Y | +68.3% | +1.9% | +66.4% | +66.8% |
| All | -3.4% | +42.4% | -45.8% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling