+1,388.5%
HWM vs WEC
+168.4%
+1,220.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +3.3% |
| 7D | +3.4% | -0.2% | +3.6% | +3.3% |
| 30D | -7.5% | +12.3% | -19.8% | -11.6% |
| 3M | -28.9% | +8.3% | -37.1% | -31.1% |
| 6M | -19.6% | +3.5% | -23.1% | -21.0% |
| YTD | +0.6% | +12.7% | -12.1% | -4.5% |
| 1Y | +0.3% | +8.2% | -7.8% | -3.3% |
| 3Y | +326.1% | +55.9% | +270.3% | +250.8% |
| 5Y | +525.2% | +51.2% | +473.9% | +414.8% |
| 10Y | +1,492.9% | +177.6% | +1,315.3% | +1,142.5% |
| All | +1,388.5% | +168.4% | +1,220.1% | +1,060.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling