+55.7%
HAS vs WCN
+239.1%
-183.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -1.9% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | -2.7% | -2.1% | -0.6% | -1.8% |
| 3M | +8.9% | +6.4% | +2.5% | +5.3% |
| 6M | -2.9% | -3.7% | +0.8% | -1.9% |
| YTD | +12.6% | -6.4% | +19.0% | +15.2% |
| 1Y | +17.5% | -7.9% | +25.4% | +20.8% |
| 3Y | +46.2% | +20.8% | +25.4% | +28.9% |
| 5Y | +12.6% | +29.0% | -16.4% | -6.0% |
| 10Y | +55.7% | +236.4% | -180.7% | -5.8% |
| All | +55.7% | +239.1% | -183.4% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling