+279.5%
HST vs WCN
+6,839.3%
-6,559.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.7% |
| 7D | -1.0% | -0.6% | -0.4% | -0.8% |
| 30D | -12.3% | +0.4% | -12.7% | -12.5% |
| 3M | -6.4% | +7.3% | -13.7% | -8.9% |
| 6M | +15.0% | -2.5% | +17.5% | +15.2% |
| YTD | +30.5% | -5.4% | +35.9% | +31.8% |
| 1Y | +35.7% | -8.5% | +44.1% | +38.4% |
| 3Y | +68.4% | +20.8% | +47.6% | +54.5% |
| 5Y | +73.1% | +30.0% | +43.1% | +53.8% |
| 10Y | +92.7% | +238.4% | -145.7% | +23.8% |
| All | +279.5% | +6,839.3% | -6,559.8% | +56.5% |
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