+215.8%
HAS vs WCC
+138.4%
+77.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +1.6% | +14.2% | -12.6% | -1.1% |
| 30D | +26.6% | -9.8% | +36.5% | +28.6% |
| 3M | +29.0% | -10.1% | +39.1% | +30.5% |
| 6M | +30.6% | -9.4% | +40.0% | +31.1% |
| YTD | +51.5% | +34.4% | +17.1% | +36.0% |
| 1Y | +58.5% | +23.3% | +35.2% | +45.4% |
| All | +215.8% | +138.4% | +77.4% | +106.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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