+197.9%
WEC vs HDB
+63.5%
+134.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.5% | +0.8% |
| 7D | +2.3% | +2.7% | -0.4% | +1.9% |
| 30D | +11.1% | +14.1% | -3.1% | +8.7% |
| 3M | +8.4% | +11.8% | -3.4% | +6.3% |
| 6M | +7.5% | +8.2% | -0.7% | +5.7% |
| YTD | +15.3% | -29.3% | +44.6% | +21.5% |
| 1Y | +9.7% | -28.8% | +38.5% | +15.4% |
| 3Y | +64.7% | -7.5% | +72.1% | +63.5% |
| 5Y | +57.3% | -23.1% | +80.3% | +59.8% |
| All | +197.9% | +63.5% | +134.4% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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