+76.8%
HBAN vs WCC
+121.8%
-45.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +1.7% |
| 7D | -1.9% | +1.7% | -3.6% | -2.6% |
| 30D | -5.9% | -6.1% | +0.2% | -4.1% |
| 3M | +0.2% | +3.1% | -2.8% | -1.9% |
| 6M | +6.6% | +28.2% | -21.6% | -4.6% |
| YTD | -1.7% | +41.1% | -42.8% | -15.7% |
| 1Y | -1.7% | +61.3% | -63.0% | -20.5% |
| All | +76.8% | +121.8% | -45.0% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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