+64.7%
WEC vs HIG
+96.1%
-31.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +2.3% | +2.6% | -0.3% | +1.4% |
| 30D | +11.1% | +4.2% | +6.9% | +9.6% |
| 3M | +8.4% | +0.2% | +8.2% | +8.3% |
| 6M | +7.5% | +4.6% | +2.9% | +5.7% |
| YTD | +15.3% | +1.1% | +14.2% | +14.4% |
| 1Y | +9.7% | +4.7% | +5.0% | +7.6% |
| 3Y | +64.7% | +95.5% | -30.8% | +41.1% |
| All | +64.7% | +96.1% | -31.4% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling