+51.0%
HPQ vs WEC
+30.6%
+20.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | 0.0% | +8.4% | +8.4% |
| 7D | +9.8% | -0.6% | +10.3% | +9.9% |
| 30D | +22.4% | -2.6% | +25.0% | +23.0% |
| 3M | +45.2% | -6.0% | +51.2% | +46.9% |
| 6M | +96.4% | -5.4% | +101.9% | +98.2% |
| YTD | +65.4% | +2.5% | +62.9% | +63.7% |
| 1Y | +31.6% | -0.7% | +32.3% | +31.1% |
| 3Y | +37.0% | +38.7% | -1.7% | +24.1% |
| All | +51.0% | +30.6% | +20.3% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling