+75.6%
HST vs WEC
+9.7%
+65.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.1% | +1.0% |
| 7D | +3.3% | +6.9% | -3.6% | +2.6% |
| 30D | +16.4% | +16.6% | -0.2% | +14.4% |
| 3M | +5.5% | +9.1% | -3.6% | +4.4% |
| 6M | +31.1% | +3.2% | +27.9% | +30.6% |
| YTD | +55.9% | +14.9% | +41.0% | +49.5% |
| 1Y | +75.6% | +9.2% | +66.4% | +70.2% |
| All | +75.6% | +9.7% | +65.9% | +70.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling