+441.1%
HWM vs WEC
+42.1%
+399.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -2.1% | -0.3% | -1.8% | -2.1% |
| 30D | -11.0% | -1.3% | -9.7% | -10.8% |
| 3M | +4.0% | -3.9% | +8.0% | +4.6% |
| 6M | -0.2% | -8.3% | +8.1% | +1.1% |
| YTD | +26.7% | +3.1% | +23.6% | +25.7% |
| 1Y | +44.7% | +1.9% | +42.8% | +43.8% |
| All | +441.1% | +42.1% | +399.1% | +412.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling