+101.9%
HAS vs WCN
+302.6%
-200.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +2.2% | +1.2% | +1.0% | +1.6% |
| 30D | +29.6% | +24.6% | +5.0% | +17.0% |
| 3M | +30.3% | +14.2% | +16.1% | +22.2% |
| 6M | +25.6% | +25.7% | -0.1% | +12.1% |
| YTD | +50.8% | +9.3% | +41.5% | +43.3% |
| 1Y | +63.0% | +15.3% | +47.7% | +50.8% |
| 3Y | +211.6% | +48.6% | +163.0% | +147.8% |
| 5Y | +50.4% | +46.9% | +3.5% | +18.4% |
| 10Y | +101.9% | +298.1% | -196.3% | +21.6% |
| All | +101.9% | +302.6% | -200.8% | +21.6% |
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