+389.9%
HWM vs WCC
+137.6%
+252.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +2.5% | -13.2% | -11.4% |
| 7D | -9.2% | +8.5% | -17.6% | -11.4% |
| 30D | -17.9% | -1.0% | -16.9% | -17.9% |
| 3M | -6.0% | +2.1% | -8.2% | -7.3% |
| 6M | -7.4% | +36.8% | -44.2% | -16.6% |
| YTD | +13.1% | +47.7% | -34.6% | -0.7% |
| 1Y | +29.3% | +66.5% | -37.2% | +8.9% |
| 3Y | +389.9% | +134.2% | +255.8% | +243.6% |
| All | +389.9% | +137.6% | +252.3% | +243.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling