+1,352.0%
HWM vs AMC
-98.7%
+1,450.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -12.5% | +6.6% | -5.5% |
| 7D | -2.4% | 0.0% | -2.4% | -2.5% |
| 30D | -13.3% | +4.4% | -17.7% | -13.4% |
| 3M | -31.0% | +15.4% | -46.4% | -31.5% |
| 6M | -17.1% | +93.7% | -110.9% | -19.6% |
| YTD | -1.9% | +97.4% | -99.3% | -5.1% |
| 1Y | -2.4% | +23.2% | -25.6% | -4.2% |
| 3Y | +322.2% | -71.3% | +393.4% | +325.5% |
| 5Y | +509.8% | -99.3% | +609.1% | +557.0% |
| 10Y | +1,453.8% | -98.7% | +1,552.5% | +1,316.9% |
| All | +1,352.0% | -98.7% | +1,450.7% | +1,220.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling