+398.8%
HL vs WCN
+18.2%
+380.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.7% |
| 7D | -5.6% | -4.4% | -1.2% | -4.4% |
| 30D | +12.7% | -4.4% | +17.2% | +14.2% |
| 3M | +42.5% | +0.5% | +42.0% | +40.7% |
| 6M | -9.0% | -3.3% | -5.7% | -8.6% |
| YTD | +4.4% | -8.5% | +12.9% | +8.6% |
| 1Y | +82.7% | -8.9% | +91.6% | +90.4% |
| All | +398.8% | +18.2% | +380.6% | +322.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling