+71.6%
HST vs WEC
+51.2%
+20.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.5% |
| 7D | -2.7% | -0.2% | -2.5% | -2.7% |
| 30D | +10.7% | +12.3% | -1.6% | +7.3% |
| 3M | +6.3% | +8.3% | -2.0% | +3.9% |
| 6M | +19.0% | +3.5% | +15.5% | +17.6% |
| YTD | +47.0% | +12.7% | +34.3% | +41.5% |
| 1Y | +53.4% | +8.2% | +45.3% | +49.5% |
| 3Y | +78.0% | +55.9% | +22.1% | +54.0% |
| All | +71.6% | +51.2% | +20.3% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling