+419.5%
HL vs WCC
+129.2%
+290.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.4% |
| 7D | +0.4% | +6.8% | -6.4% | -2.5% |
| 30D | +18.8% | -3.0% | +21.8% | +20.1% |
| 3M | +43.7% | +0.2% | +43.5% | +42.7% |
| 6M | -1.0% | +33.2% | -34.2% | -12.6% |
| YTD | +8.7% | +45.8% | -37.1% | -6.7% |
| 1Y | +105.0% | +68.4% | +36.6% | +68.0% |
| All | +419.5% | +129.2% | +290.2% | +260.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling