+342.1%
HWM vs WEC
+64.2%
+277.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.1% |
| 7D | +7.3% | +2.3% | +5.0% | +7.0% |
| 30D | +1.6% | +11.1% | -9.5% | +0.3% |
| 3M | -21.9% | +8.4% | -30.3% | -22.6% |
| 6M | -19.0% | +7.5% | -26.6% | -19.8% |
| YTD | +7.9% | +15.3% | -7.4% | +5.7% |
| 1Y | +9.9% | +9.7% | +0.2% | +8.5% |
| 3Y | +342.1% | +64.7% | +277.5% | +322.5% |
| All | +342.1% | +64.2% | +277.9% | +322.5% |
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