+1,474.6%
HWM vs AMC
-98.8%
+1,573.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.9% |
| 7D | +7.3% | +3.5% | +3.8% | +7.2% |
| 30D | +1.6% | +12.5% | -10.9% | +1.2% |
| 3M | -21.9% | +23.6% | -45.4% | -22.5% |
| 6M | -19.0% | +144.4% | -163.4% | -22.0% |
| YTD | +7.9% | +108.3% | -100.4% | +4.2% |
| 1Y | +9.9% | +38.9% | -29.0% | +7.6% |
| 3Y | +342.1% | -58.9% | +401.0% | +340.8% |
| 5Y | +600.8% | -99.2% | +700.0% | +653.1% |
| All | +1,474.6% | -98.8% | +1,573.4% | +1,365.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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