+741.5%
HWM vs WCC
+216.1%
+525.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.3% | -1.8% |
| 7D | -2.1% | +4.5% | -6.6% | -3.7% |
| 30D | -11.0% | -5.8% | -5.2% | -9.4% |
| 3M | +4.0% | -3.7% | +7.7% | +4.5% |
| 6M | -0.2% | +23.1% | -23.3% | -8.7% |
| YTD | +26.7% | +44.2% | -17.5% | +9.3% |
| 1Y | +44.7% | +62.1% | -17.4% | +18.8% |
| 3Y | +426.1% | +121.1% | +305.0% | +259.6% |
| All | +741.5% | +216.1% | +525.4% | +333.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling