+257.9%
HD vs WEC
+178.6%
+79.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.4% |
| 7D | +3.6% | +0.2% | +3.4% | +3.6% |
| 30D | +21.6% | +12.9% | +8.6% | +15.9% |
| 3M | +0.1% | +9.8% | -9.7% | -3.6% |
| 6M | +13.0% | +6.7% | +6.3% | +10.0% |
| YTD | +4.9% | +14.0% | -9.0% | -0.6% |
| 1Y | -2.1% | +7.3% | -9.4% | -5.0% |
| 3Y | +32.6% | +63.8% | -31.2% | +7.5% |
| 5Y | +8.2% | +54.8% | -46.5% | -11.0% |
| 10Y | +257.9% | +185.7% | +72.2% | +165.8% |
| All | +257.9% | +178.6% | +79.3% | +165.8% |
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 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