+59.1%
HL vs WEC
+3,978.4%
-3,919.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.2% |
| 7D | +1.5% | -0.3% | +1.7% | +1.6% |
| 30D | +25.1% | -1.3% | +26.3% | +25.4% |
| 3M | +22.9% | -3.9% | +26.8% | +24.2% |
| 6M | -4.9% | -8.3% | +3.4% | -2.3% |
| YTD | +7.8% | +3.1% | +4.8% | +6.0% |
| 1Y | +133.9% | +1.9% | +131.9% | +130.3% |
| 3Y | +380.9% | +41.9% | +339.0% | +314.6% |
| 5Y | +230.2% | +30.8% | +199.4% | +193.2% |
| 10Y | +265.6% | +141.9% | +123.6% | +151.4% |
| All | +59.1% | +3,978.4% | -3,919.3% | +3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling