+247.2%
HD vs WEC
+186.5%
+60.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +5.2% | +1.4% | +3.8% | +4.7% |
| 30D | +20.7% | +12.8% | +7.9% | +15.1% |
| 3M | +0.8% | +11.2% | -10.4% | -3.4% |
| 6M | +12.2% | +6.6% | +5.6% | +9.3% |
| YTD | +4.2% | +13.8% | -9.6% | -1.2% |
| 1Y | -2.6% | +7.6% | -10.2% | -5.6% |
| 3Y | +30.0% | +62.2% | -32.2% | +5.7% |
| 5Y | +8.1% | +52.0% | -43.9% | -10.5% |
| 10Y | +247.2% | +189.4% | +57.8% | +154.3% |
| All | +247.2% | +186.5% | +60.6% | +154.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling