+31,139.8%
HD vs WEC
+3,978.4%
+27,161.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.2% |
| 7D | -2.1% | -0.3% | -1.8% | -2.0% |
| 30D | -8.4% | -1.3% | -7.1% | -8.0% |
| 3M | +4.3% | -3.9% | +8.3% | +5.9% |
| 6M | -11.1% | -8.3% | -2.8% | -8.1% |
| YTD | -4.7% | +3.1% | -7.7% | -6.1% |
| 1Y | -19.8% | +1.9% | -21.7% | -20.7% |
| 3Y | +4.1% | +41.9% | -37.8% | -11.1% |
| 5Y | +10.3% | +30.8% | -20.5% | -3.6% |
| 10Y | +203.2% | +141.9% | +61.2% | +99.3% |
| All | +31,139.8% | +3,978.4% | +27,161.4% | +5,388.8% |
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