+73.7%
HST vs WCN
+30.9%
+42.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.4% |
| 7D | +2.0% | -0.4% | +2.4% | +2.1% |
| 30D | -5.2% | -2.1% | -3.1% | -4.7% |
| 3M | -6.2% | +6.4% | -12.6% | -8.3% |
| 6M | +20.4% | -3.7% | +24.1% | +21.4% |
| YTD | +30.6% | -6.4% | +37.0% | +32.7% |
| 1Y | +37.4% | -7.9% | +45.3% | +40.2% |
| 3Y | +66.1% | +20.8% | +45.3% | +48.1% |
| 5Y | +73.7% | +29.0% | +44.7% | +49.5% |
| All | +73.7% | +30.9% | +42.8% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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