+39.7%
HAL vs WEC
+51.2%
-11.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.1% |
| 7D | -12.0% | -0.2% | -11.8% | -12.0% |
| 30D | +0.3% | +12.3% | -12.0% | -2.1% |
| 3M | -1.6% | +8.3% | -9.9% | -3.3% |
| 6M | -20.5% | +3.5% | -23.9% | -21.1% |
| YTD | +14.2% | +12.7% | +1.5% | +10.7% |
| 1Y | +18.9% | +8.2% | +10.7% | +16.3% |
| 3Y | -13.7% | +55.9% | -69.6% | -24.7% |
| All | +39.7% | +51.2% | -11.5% | +19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling