+497.6%
HAL vs WEC
+4,360.7%
-3,863.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.6% |
| 7D | -12.0% | -0.2% | -11.8% | -12.0% |
| 30D | +0.3% | +12.3% | -12.0% | -4.6% |
| 3M | -1.6% | +8.3% | -9.9% | -5.2% |
| 6M | -20.5% | +3.5% | -23.9% | -22.1% |
| YTD | +14.2% | +12.7% | +1.5% | +7.6% |
| 1Y | +18.9% | +8.2% | +10.7% | +13.8% |
| 3Y | -13.7% | +55.9% | -69.6% | -30.6% |
| 5Y | +42.2% | +51.2% | -9.1% | +14.1% |
| 10Y | -16.7% | +177.6% | -194.3% | -53.7% |
| All | +497.6% | +4,360.7% | -3,863.1% | +12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling