+1,388.5%
HWM vs WCC
+436.9%
+951.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.3% | +1.5% |
| 7D | +3.4% | -14.7% | +18.1% | +10.7% |
| 30D | -7.5% | -20.1% | +12.5% | +1.9% |
| 3M | -28.9% | -21.2% | -7.7% | -21.7% |
| 6M | -19.6% | -19.2% | -0.4% | -13.6% |
| YTD | +0.6% | +20.2% | -19.6% | -10.9% |
| 1Y | +0.3% | +14.5% | -14.1% | -9.5% |
| 3Y | +326.1% | +115.1% | +211.0% | +158.0% |
| 5Y | +525.2% | +121.5% | +403.7% | +242.3% |
| 10Y | +1,492.9% | +468.1% | +1,024.8% | +304.9% |
| All | +1,388.5% | +436.9% | +951.6% | +278.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling