+213.9%
HPQ vs WEC
+148.5%
+65.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.8% | +5.1% |
| 7D | +2.2% | +0.4% | +1.8% | +2.1% |
| 30D | +9.7% | +0.9% | +8.8% | +9.4% |
| 3M | +32.7% | -5.3% | +38.1% | +34.5% |
| 6M | +77.7% | -6.6% | +84.3% | +80.3% |
| YTD | +51.0% | +3.3% | +47.7% | +49.0% |
| 1Y | +18.4% | +2.1% | +16.3% | +17.1% |
| 3Y | +25.6% | +39.6% | -14.0% | +12.6% |
| 5Y | +38.6% | +31.2% | +7.5% | +25.7% |
| All | +213.9% | +148.5% | +65.4% | +155.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling