+205.0%
HD vs WEC
+143.0%
+62.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.3% | -2.7% |
| 7D | -1.2% | +0.8% | -2.0% | -1.5% |
| 30D | -11.1% | +0.3% | -11.5% | -11.3% |
| 3M | +2.0% | -2.9% | +5.0% | +3.1% |
| 6M | -10.5% | -5.9% | -4.5% | -8.5% |
| YTD | -6.9% | +4.1% | -11.0% | -8.6% |
| 1Y | -23.2% | +3.1% | -26.3% | -24.4% |
| 3Y | +3.1% | +40.8% | -37.7% | -11.2% |
| 5Y | +7.4% | +31.7% | -24.3% | -5.8% |
| 10Y | +205.0% | +141.1% | +63.9% | +137.1% |
| All | +205.0% | +143.0% | +62.0% | +137.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling