+1,516.2%
HWM vs WCN
+300.6%
+1,215.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.0% |
| 7D | -1.8% | +2.6% | -4.4% | -3.2% |
| 30D | -2.7% | +25.3% | -28.0% | -14.8% |
| 3M | -22.7% | +15.2% | -38.0% | -29.1% |
| 6M | -18.9% | +26.4% | -45.4% | -30.2% |
| YTD | +7.1% | +9.9% | -2.8% | -1.1% |
| 1Y | +4.7% | +16.2% | -11.5% | -6.9% |
| 3Y | +345.6% | +49.4% | +296.2% | +227.6% |
| 5Y | +588.3% | +46.2% | +542.1% | +402.1% |
| 10Y | +1,516.2% | +305.7% | +1,210.5% | +524.5% |
| All | +1,516.2% | +300.6% | +1,215.6% | +524.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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