+389.9%
HWM vs ADM
+18.5%
+371.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.1% | -10.6% | -10.7% |
| 7D | -9.2% | -0.1% | -9.1% | -9.2% |
| 30D | -17.9% | +11.0% | -28.9% | -18.4% |
| 3M | -6.0% | +6.0% | -12.1% | -6.4% |
| 6M | -7.4% | +26.9% | -34.3% | -9.1% |
| YTD | +13.1% | +50.0% | -36.9% | +9.5% |
| 1Y | +29.3% | +39.6% | -10.3% | +25.8% |
| 3Y | +389.9% | +18.5% | +371.4% | +382.7% |
| All | +389.9% | +18.5% | +371.4% | +382.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ADM 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling