+213.4%
HAS vs WCN
+52.1%
+161.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +1.4% | +2.6% | -1.2% | +0.6% |
| 30D | +26.3% | +23.9% | +2.3% | +18.3% |
| 3M | +25.6% | +17.4% | +8.2% | +19.5% |
| 6M | +30.3% | +28.0% | +2.2% | +20.0% |
| YTD | +50.4% | +11.6% | +38.8% | +44.6% |
| 1Y | +57.7% | +16.9% | +40.9% | +49.5% |
| 3Y | +213.4% | +51.6% | +161.8% | +149.3% |
| All | +213.4% | +52.1% | +161.3% | +149.3% |
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