+0.3%
HWM vs AMIX
-91.4%
+91.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +3.3% | -16.0% | +19.3% | +3.3% |
| 30D | -7.6% | -55.4% | +47.8% | -7.5% |
| 3M | -28.9% | -87.5% | +58.6% | -28.8% |
| 6M | -19.7% | -81.2% | +61.5% | -17.0% |
| YTD | +0.5% | -86.8% | +87.4% | +3.7% |
| 1Y | +0.3% | -91.6% | +91.8% | +3.2% |
| All | +0.3% | -91.4% | +91.6% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling