+48.9%
HAS vs WCN
+22.4%
+26.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -1.8% | -0.6% | -1.2% | -1.6% |
| 30D | +2.3% | +0.4% | +1.8% | +2.1% |
| 3M | +10.4% | +7.3% | +3.0% | +6.9% |
| 6M | -3.2% | -2.5% | -0.7% | -2.8% |
| YTD | +15.4% | -5.4% | +20.8% | +17.2% |
| 1Y | +18.8% | -8.5% | +27.3% | +22.2% |
| All | +48.9% | +22.4% | +26.6% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling