+1,579.2%
HWM vs WEC
+178.6%
+1,400.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.0% | +4.7% |
| 7D | +1.6% | +0.2% | +1.4% | +1.4% |
| 30D | -3.9% | +12.9% | -16.9% | -8.4% |
| 3M | -23.2% | +9.8% | -33.0% | -26.1% |
| 6M | -20.0% | +6.7% | -26.7% | -22.3% |
| YTD | +5.7% | +14.0% | -8.3% | -0.1% |
| 1Y | +4.9% | +7.3% | -2.5% | +1.4% |
| 3Y | +347.0% | +63.8% | +283.2% | +260.3% |
| 5Y | +563.0% | +54.8% | +508.3% | +440.3% |
| 10Y | +1,579.2% | +185.7% | +1,393.5% | +1,209.0% |
| All | +1,579.2% | +178.6% | +1,400.5% | +1,209.0% |
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