+55.0%
HBAN vs WCC
+1,758.7%
-1,703.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -2.5% |
| 7D | +2.1% | +8.5% | -6.4% | -0.9% |
| 30D | -4.5% | -1.0% | -3.5% | -4.4% |
| 3M | +2.6% | +2.1% | +0.4% | +0.6% |
| 6M | +4.7% | +36.8% | -32.1% | -8.1% |
| YTD | -1.5% | +47.7% | -49.3% | -16.3% |
| 1Y | -1.9% | +66.5% | -68.4% | -20.7% |
| 3Y | +75.2% | +134.2% | -59.0% | +20.1% |
| 5Y | +37.2% | +231.6% | -194.5% | -20.1% |
| 10Y | +156.6% | +508.1% | -351.5% | +11.7% |
| All | +55.0% | +1,758.7% | -1,703.7% | -57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling