+52.9%
WEC vs HAS
+48.2%
+4.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | +1.5% | +1.4% | +0.1% | +1.3% |
| 30D | +10.2% | +26.3% | -16.1% | +7.5% |
| 3M | +7.6% | +25.6% | -18.0% | +4.9% |
| 6M | +6.6% | +30.3% | -23.6% | +3.5% |
| YTD | +14.4% | +50.4% | -36.0% | +9.1% |
| 1Y | +8.8% | +57.7% | -48.9% | +3.2% |
| 3Y | +63.3% | +213.4% | -150.0% | +40.5% |
| All | +52.9% | +48.2% | +4.6% | +44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling