+36.0%
HBAN vs WEC
+30.3%
+5.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | -1.9% | -1.3% | -0.7% | -1.6% |
| 30D | -5.9% | -0.4% | -5.5% | -5.8% |
| 3M | +0.2% | -6.8% | +7.0% | +2.1% |
| 6M | +6.6% | -6.4% | +13.0% | +8.4% |
| YTD | -1.7% | +2.5% | -4.2% | -2.7% |
| 1Y | -1.7% | -0.4% | -1.3% | -2.0% |
| 3Y | +74.9% | +38.5% | +36.4% | +57.2% |
| 5Y | +36.0% | +31.7% | +4.3% | +17.3% |
| All | +36.0% | +30.3% | +5.6% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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