+2,205.2%
GWW vs HBM
+654.4%
+1,550.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.8% | -8.4% | -3.4% |
| 7D | -1.5% | +7.4% | -8.9% | -2.5% |
| 30D | +1.1% | +5.1% | -4.0% | +0.2% |
| 3M | -1.0% | +11.1% | -12.1% | -3.2% |
| 6M | +16.3% | +30.2% | -13.9% | +10.3% |
| YTD | +28.5% | +46.2% | -17.7% | +19.3% |
| 1Y | +30.3% | +120.0% | -89.8% | +13.6% |
| 3Y | +91.6% | +527.4% | -435.8% | +39.1% |
| 5Y | +224.0% | +400.4% | -176.4% | +132.1% |
| 10Y | +551.3% | +621.5% | -70.2% | +284.4% |
| All | +2,205.2% | +654.4% | +1,550.8% | +1,015.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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