+595.7%
HAL vs WEC
+3,978.4%
-3,382.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | +2.9% | -0.3% | +3.2% | +3.0% |
| 30D | +17.0% | -1.3% | +18.3% | +17.5% |
| 3M | -9.7% | -3.9% | -5.7% | -8.4% |
| 6M | +8.6% | -8.3% | +16.9% | +12.0% |
| YTD | +33.0% | +3.1% | +29.9% | +30.3% |
| 1Y | +68.3% | +1.9% | +66.4% | +65.4% |
| 3Y | +0.1% | +41.9% | -41.8% | -16.2% |
| 5Y | +102.6% | +30.8% | +71.8% | +73.0% |
| 10Y | +3.8% | +141.9% | -138.1% | -38.5% |
| All | +595.7% | +3,978.4% | -3,382.7% | +36.0% |
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