+296.5%
HWM vs AHR
+357.7%
-61.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.9% |
| 7D | -8.0% | -4.3% | -3.7% | -6.9% |
| 30D | -18.0% | -3.1% | -14.9% | -17.3% |
| 3M | -9.5% | +15.7% | -25.2% | -13.9% |
| 6M | -8.4% | +4.1% | -12.5% | -10.1% |
| YTD | +13.6% | +15.4% | -1.8% | +8.1% |
| 1Y | +30.2% | +28.0% | +2.3% | +19.9% |
| All | +296.5% | +357.7% | -61.2% | +171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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