+156.1%
HPQ vs WEC
+197.9%
-41.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.7% | +1.4% |
| 7D | +3.2% | +2.3% | +0.8% | +2.5% |
| 30D | -3.6% | +11.1% | -14.7% | -6.2% |
| 3M | -5.3% | +8.4% | -13.7% | -7.4% |
| 6M | +41.1% | +7.5% | +33.6% | +38.1% |
| YTD | +36.9% | +15.3% | +21.5% | +31.2% |
| 1Y | +23.5% | +9.7% | +13.8% | +20.0% |
| 3Y | +19.6% | +64.7% | -45.1% | +2.4% |
| 5Y | +11.4% | +57.3% | -45.8% | -3.8% |
| All | +156.1% | +197.9% | -41.9% | +95.1% |
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