+1,330.6%
HST vs WEC
+3,978.4%
-2,647.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | -1.0% | -0.3% | -0.8% | -0.9% |
| 30D | -12.3% | -1.3% | -11.0% | -11.8% |
| 3M | -6.4% | -3.9% | -2.4% | -4.8% |
| 6M | +15.0% | -8.3% | +23.3% | +19.3% |
| YTD | +30.5% | +3.1% | +27.4% | +27.8% |
| 1Y | +35.7% | +1.9% | +33.7% | +33.3% |
| 3Y | +68.4% | +41.9% | +26.5% | +38.1% |
| 5Y | +73.1% | +30.8% | +42.3% | +45.0% |
| 10Y | +92.7% | +141.9% | -49.2% | +5.4% |
| All | +1,330.6% | +3,978.4% | -2,647.8% | +74.6% |
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