+1,579.2%
HWM vs WCC
+492.1%
+1,087.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.1% | -3.1% | +1.4% |
| 7D | +1.6% | -5.7% | +7.3% | +4.1% |
| 30D | -3.9% | -13.5% | +9.5% | +2.2% |
| 3M | -23.2% | -12.9% | -10.4% | -19.2% |
| 6M | -20.0% | -10.7% | -9.3% | -17.7% |
| YTD | +5.7% | +30.0% | -24.3% | -9.6% |
| 1Y | +4.9% | +24.7% | -19.8% | -9.0% |
| 3Y | +347.0% | +136.6% | +210.4% | +158.9% |
| 5Y | +563.0% | +143.9% | +419.1% | +246.6% |
| 10Y | +1,579.2% | +465.9% | +1,113.2% | +348.6% |
| All | +1,579.2% | +492.1% | +1,087.1% | +348.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling