+112.5%
HL vs WEC
+55.1%
+57.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | -7.6% | -0.7% | -6.9% | -7.3% |
| 30D | -17.5% | +11.0% | -28.5% | -21.7% |
| 3M | -26.2% | +8.6% | -34.8% | -29.4% |
| 6M | -35.1% | +6.2% | -41.2% | -37.5% |
| YTD | -30.4% | +14.3% | -44.7% | -35.8% |
| 1Y | -14.0% | +8.4% | -22.3% | -18.3% |
| 3Y | +256.3% | +62.9% | +193.5% | +150.7% |
| 5Y | +112.5% | +55.8% | +56.7% | +72.0% |
| All | +112.5% | +55.1% | +57.4% | +72.0% |
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