+775.4%
HBAN vs WEC
+4,021.5%
-3,246.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.6% | -2.0% |
| 7D | +2.1% | +0.8% | +1.3% | +1.7% |
| 30D | -4.5% | +0.3% | -4.8% | -4.7% |
| 3M | +2.6% | -2.9% | +5.5% | +3.6% |
| 6M | +4.7% | -5.9% | +10.7% | +7.0% |
| YTD | -1.5% | +4.1% | -5.7% | -3.5% |
| 1Y | -1.9% | +3.1% | -5.1% | -3.7% |
| 3Y | +75.2% | +40.8% | +34.4% | +51.0% |
| 5Y | +37.2% | +31.7% | +5.5% | +19.2% |
| 10Y | +156.6% | +141.1% | +15.5% | +63.3% |
| All | +775.4% | +4,021.5% | -3,246.1% | +101.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling