+347.7%
HST vs WCN
+8,007.2%
-7,659.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.8% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | +13.4% | +25.3% | -11.9% | +4.6% |
| 3M | +16.7% | +15.4% | +1.3% | +10.7% |
| 6M | +24.0% | +27.8% | -3.8% | +13.2% |
| YTD | +54.0% | +10.6% | +43.4% | +47.0% |
| 1Y | +55.0% | +15.8% | +39.3% | +45.6% |
| 3Y | +89.3% | +50.3% | +39.1% | +60.8% |
| 5Y | +85.4% | +46.9% | +38.5% | +57.7% |
| 10Y | +137.1% | +318.8% | -181.6% | +41.4% |
| All | +347.7% | +8,007.2% | -7,659.4% | +74.5% |
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 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