+1,511.7%
HST vs WEC
+4,360.7%
-2,849.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +1.0% |
| 7D | -2.7% | -0.2% | -2.5% | -2.6% |
| 30D | +10.7% | +12.3% | -1.6% | +4.5% |
| 3M | +6.3% | +8.3% | -2.0% | +2.0% |
| 6M | +19.0% | +3.5% | +15.5% | +16.4% |
| YTD | +47.0% | +12.7% | +34.3% | +37.6% |
| 1Y | +53.4% | +8.2% | +45.3% | +46.4% |
| 3Y | +78.0% | +55.9% | +22.1% | +39.5% |
| 5Y | +71.7% | +51.2% | +20.4% | +33.9% |
| 10Y | +146.2% | +177.6% | -31.4% | +25.2% |
| All | +1,511.7% | +4,360.7% | -2,849.0% | +88.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling