+36.3%
HBAN vs WCN
+24.9%
+11.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -1.0% | -3.1% | +2.1% | -0.1% |
| 30D | -5.6% | -3.4% | -2.2% | -4.7% |
| 3M | -1.1% | +3.0% | -4.1% | -2.3% |
| 6M | +9.9% | -3.8% | +13.6% | +10.7% |
| YTD | -0.9% | -8.3% | +7.4% | +1.2% |
| 1Y | -1.4% | -9.7% | +8.4% | +1.2% |
| 3Y | +78.2% | +17.2% | +61.1% | +63.7% |
| All | +36.3% | +24.9% | +11.4% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling