+256.9%
HL vs WEC
+146.6%
+110.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.4% | -0.6% | -3.8% | -4.1% |
| 30D | +9.3% | -2.6% | +11.9% | +10.3% |
| 3M | +32.0% | -6.0% | +38.0% | +34.9% |
| 6M | -6.4% | -5.4% | -1.0% | -4.9% |
| YTD | +3.1% | +2.5% | +0.7% | +1.4% |
| 1Y | +77.6% | -0.7% | +78.3% | +76.3% |
| 3Y | +392.8% | +38.7% | +354.1% | +318.7% |
| 5Y | +234.1% | +31.7% | +202.4% | +191.0% |
| All | +256.9% | +146.6% | +110.4% | +145.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling