+238.2%
HL vs WEC
+30.3%
+207.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.6% |
| 7D | -5.6% | -1.3% | -4.3% | -5.0% |
| 30D | +12.7% | -0.4% | +13.1% | +12.6% |
| 3M | +42.5% | -6.8% | +49.3% | +46.9% |
| 6M | -9.0% | -6.4% | -2.6% | -6.7% |
| YTD | +4.4% | +2.5% | +1.9% | +1.8% |
| 1Y | +82.7% | -0.4% | +83.1% | +80.1% |
| 3Y | +406.3% | +38.5% | +367.8% | +293.9% |
| 5Y | +238.2% | +31.7% | +206.5% | +179.8% |
| All | +238.2% | +30.3% | +207.8% | +179.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling