+243.8%
HPQ vs WCN
+235.9%
+8.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +8.3% |
| 7D | +9.8% | -3.1% | +12.9% | +11.5% |
| 30D | +22.4% | -3.4% | +25.7% | +24.3% |
| 3M | +45.2% | +3.0% | +42.2% | +42.4% |
| 6M | +96.4% | -3.8% | +100.2% | +98.1% |
| YTD | +65.4% | -8.3% | +73.7% | +70.9% |
| 1Y | +31.6% | -9.7% | +41.3% | +36.5% |
| 3Y | +37.0% | +17.2% | +19.9% | +18.0% |
| 5Y | +53.0% | +25.3% | +27.7% | +23.9% |
| All | +243.8% | +235.9% | +8.0% | +80.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling