+20.0%
HPQ vs WEC
+1.4%
+18.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.8% | +4.9% |
| 7D | +2.2% | +0.4% | +1.8% | +2.2% |
| 30D | +9.7% | +0.9% | +8.8% | +9.8% |
| 3M | +32.7% | -5.3% | +38.1% | +32.4% |
| 6M | +77.7% | -6.6% | +84.3% | +78.0% |
| YTD | +51.0% | +3.3% | +47.7% | +51.2% |
| All | +20.0% | +1.4% | +18.6% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling