+277.9%
HIG vs WCC
+1,758.7%
-1,480.8%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.4% | -2.8% |
| 7D | -1.1% | +8.5% | -9.6% | -3.9% |
| 30D | -4.9% | -1.0% | -3.9% | -5.0% |
| 3M | +6.8% | +2.1% | +4.7% | +4.2% |
| 6M | -1.7% | +36.8% | -38.5% | -14.5% |
| YTD | -0.2% | +47.7% | -48.0% | -16.2% |
| 1Y | +5.7% | +66.5% | -60.8% | -15.7% |
| 3Y | +100.3% | +134.2% | -33.9% | +29.9% |
| 5Y | +118.5% | +231.6% | -113.2% | +16.2% |
| 10Y | +309.7% | +508.1% | -198.4% | +52.0% |
| All | +277.9% | +1,758.7% | -1,480.8% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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