+41.1%
HPQ vs WCN
+25.5%
+15.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.2% | +1.4% |
| 7D | +3.5% | -4.4% | +7.9% | +4.8% |
| 30D | +13.7% | -4.4% | +18.1% | +15.1% |
| 3M | +33.9% | +0.5% | +33.4% | +33.3% |
| 6M | +80.9% | -3.3% | +84.2% | +82.1% |
| YTD | +52.6% | -8.5% | +61.1% | +56.5% |
| 1Y | +21.2% | -8.9% | +30.2% | +24.3% |
| 3Y | +26.9% | +18.0% | +8.8% | +13.0% |
| 5Y | +41.1% | +25.0% | +16.1% | +18.6% |
| All | +41.1% | +25.5% | +15.7% | +18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling