+770.9%
HL vs WCC
+1,713.7%
-942.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.9% | -6.4% | -3.7% |
| 7D | +1.5% | +4.5% | -3.0% | +0.1% |
| 30D | +25.1% | -5.8% | +30.8% | +27.1% |
| 3M | +22.9% | -3.7% | +26.6% | +24.0% |
| 6M | -4.9% | +23.1% | -28.0% | -11.0% |
| YTD | +7.8% | +44.2% | -36.3% | -3.5% |
| 1Y | +133.9% | +62.1% | +71.8% | +102.5% |
| 3Y | +380.9% | +121.1% | +259.8% | +264.7% |
| 5Y | +230.2% | +214.0% | +16.2% | +116.6% |
| 10Y | +265.6% | +472.8% | -207.2% | +87.9% |
| All | +770.9% | +1,713.7% | -942.8% | +254.5% |
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