+343.1%
HIG vs WCN
+6,687.0%
-6,343.8%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.8% | +1.1% |
| 7D | -0.5% | -1.7% | +1.3% | +0.1% |
| 30D | -2.8% | -3.0% | +0.2% | -1.8% |
| 3M | +6.3% | +2.5% | +3.8% | +5.3% |
| 6M | -0.1% | -5.7% | +5.6% | +1.7% |
| YTD | +0.4% | -7.4% | +7.9% | +2.6% |
| 1Y | +6.2% | -8.6% | +14.9% | +8.9% |
| 3Y | +101.6% | +19.4% | +82.2% | +87.3% |
| 5Y | +119.8% | +27.2% | +92.6% | +98.2% |
| 10Y | +311.7% | +238.5% | +73.2% | +170.0% |
| All | +343.1% | +6,687.0% | -6,343.8% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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