+37.4%
HST vs WEC
+3.0%
+34.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | 0.0% |
| 7D | +2.0% | +0.8% | +1.2% | +1.9% |
| 30D | -5.2% | +0.3% | -5.6% | -5.3% |
| 3M | -6.2% | -2.9% | -3.3% | -6.1% |
| 6M | +20.4% | -5.9% | +26.4% | +21.3% |
| YTD | +30.6% | +4.1% | +26.5% | +27.6% |
| 1Y | +37.4% | +3.1% | +34.2% | +36.3% |
| All | +37.4% | +3.0% | +34.4% | +36.3% |
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