+628.9%
HAS vs WCN
+6,839.3%
-6,210.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | -1.8% | -0.6% | -1.2% | -1.7% |
| 30D | +2.3% | +0.4% | +1.8% | +2.1% |
| 3M | +10.4% | +7.3% | +3.0% | +8.4% |
| 6M | -3.2% | -2.5% | -0.7% | -2.9% |
| YTD | +15.4% | -5.4% | +20.8% | +16.5% |
| 1Y | +18.8% | -8.5% | +27.3% | +20.7% |
| 3Y | +43.9% | +20.8% | +23.1% | +37.0% |
| 5Y | +13.9% | +30.0% | -16.1% | +6.2% |
| 10Y | +56.4% | +238.4% | -182.0% | +20.8% |
| All | +628.9% | +6,839.3% | -6,210.4% | +299.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling