+139.7%
WEC vs HAS
+56.8%
+82.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -0.3% | -1.8% | +1.5% | 0.0% |
| 30D | -1.3% | +2.3% | -3.6% | -1.6% |
| 3M | -3.9% | +10.4% | -14.3% | -5.3% |
| 6M | -8.3% | -3.2% | -5.1% | -8.2% |
| YTD | +3.1% | +15.4% | -12.3% | +0.6% |
| 1Y | +1.9% | +18.8% | -16.9% | -1.0% |
| 3Y | +41.9% | +43.9% | -2.0% | +32.2% |
| 5Y | +30.8% | +13.9% | +16.9% | +24.6% |
| All | +139.7% | +56.8% | +82.9% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling