+33,950.9%
HD vs WEC
+4,455.0%
+29,495.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | +6.4% | +3.2% | +3.2% | +5.1% |
| 30D | +22.1% | +14.7% | +7.4% | +15.5% |
| 3M | -0.2% | +10.2% | -10.4% | -4.1% |
| 6M | +12.6% | +4.5% | +8.1% | +10.5% |
| YTD | +3.9% | +15.1% | -11.2% | -2.1% |
| 1Y | -3.7% | +9.4% | -13.1% | -7.5% |
| 3Y | +27.9% | +56.9% | -29.1% | +5.0% |
| 5Y | +7.8% | +54.4% | -46.6% | -11.8% |
| 10Y | +269.4% | +183.5% | +85.9% | +127.9% |
| All | +33,950.9% | +4,455.0% | +29,495.9% | +5,620.9% |
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