+30.2%
HWM vs WEC
+2.5%
+27.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | -8.0% | +0.4% | -8.4% | -8.1% |
| 30D | -18.0% | +0.9% | -18.9% | -18.0% |
| 3M | -9.5% | -5.3% | -4.2% | -9.0% |
| 6M | -8.4% | -6.6% | -1.8% | -7.4% |
| YTD | +13.6% | +3.3% | +10.4% | +12.0% |
| 1Y | +30.2% | +2.1% | +28.2% | +24.4% |
| All | +30.2% | +2.5% | +27.7% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling