+19.2%
HPQ vs WEC
+41.5%
-22.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.6% | -4.6% |
| 7D | -0.5% | +0.8% | -1.3% | -0.6% |
| 30D | +3.7% | +0.3% | +3.4% | +3.7% |
| 3M | +24.3% | -2.9% | +27.2% | +24.6% |
| 6M | +64.8% | -5.9% | +70.7% | +65.7% |
| YTD | +43.9% | +4.1% | +39.8% | +42.8% |
| 1Y | +11.7% | +3.1% | +8.5% | +10.9% |
| All | +19.2% | +41.5% | -22.2% | +11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling