+1,352.0%
HWM vs WEC
+174.1%
+1,177.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.1% | -6.0% |
| 7D | -2.4% | +3.2% | -5.7% | -3.6% |
| 30D | -13.3% | +14.7% | -27.9% | -17.7% |
| 3M | -31.0% | +10.2% | -41.3% | -33.6% |
| 6M | -17.1% | +4.5% | -21.6% | -18.9% |
| YTD | -1.9% | +15.1% | -17.0% | -7.5% |
| 1Y | -2.4% | +9.4% | -11.8% | -6.3% |
| 3Y | +322.2% | +56.9% | +265.3% | +247.1% |
| 5Y | +509.8% | +54.4% | +455.4% | +398.5% |
| 10Y | +1,453.8% | +183.5% | +1,270.3% | +1,103.3% |
| All | +1,352.0% | +174.1% | +1,177.9% | +1,023.7% |
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