+71.7%
HST vs WEC
+31.0%
+40.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | -1.0% | -0.3% | -0.8% | -1.0% |
| 30D | -12.3% | -1.3% | -11.0% | -12.0% |
| 3M | -6.4% | -3.9% | -2.4% | -5.6% |
| 6M | +15.0% | -8.3% | +23.3% | +17.3% |
| YTD | +30.5% | +3.1% | +27.4% | +28.9% |
| 1Y | +35.7% | +1.9% | +33.7% | +34.3% |
| 3Y | +68.4% | +41.9% | +26.5% | +50.9% |
| All | +71.7% | +31.0% | +40.8% | +56.8% |
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