+343.2%
HST vs WCN
+8,078.4%
-7,735.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.3% |
| 7D | +3.6% | +1.2% | +2.4% | +3.2% |
| 30D | +9.9% | +26.4% | -16.5% | +1.1% |
| 3M | +12.9% | +17.5% | -4.6% | +6.5% |
| 6M | +22.9% | +28.7% | -5.9% | +11.9% |
| YTD | +52.4% | +11.5% | +40.9% | +45.0% |
| 1Y | +52.5% | +15.9% | +36.7% | +43.2% |
| 3Y | +87.4% | +51.6% | +35.9% | +58.7% |
| 5Y | +82.9% | +47.9% | +35.0% | +55.2% |
| 10Y | +134.8% | +322.5% | -187.7% | +39.6% |
| All | +343.2% | +8,078.4% | -7,735.2% | +72.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling