+1,474.6%
HWM vs WEC
+195.5%
+1,279.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | +7.3% | +1.5% | +5.8% | +6.7% |
| 30D | +1.6% | +10.2% | -8.6% | -2.2% |
| 3M | -21.9% | +7.6% | -29.4% | -24.2% |
| 6M | -19.0% | +6.6% | -25.7% | -21.4% |
| YTD | +7.9% | +14.4% | -6.5% | +1.8% |
| 1Y | +9.9% | +8.8% | +1.1% | +5.7% |
| 3Y | +342.1% | +63.3% | +278.8% | +256.3% |
| 5Y | +600.8% | +56.0% | +544.8% | +468.5% |
| All | +1,474.6% | +195.5% | +1,279.1% | +1,071.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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