+593.9%
HWM vs BBAI
-76.8%
+670.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.3% | +6.6% | +1.4% |
| 7D | -1.8% | -8.3% | +6.5% | -1.6% |
| 30D | -2.7% | -2.9% | +0.2% | -2.7% |
| 3M | -22.7% | -28.2% | +5.4% | -22.4% |
| 6M | -18.9% | -44.5% | +25.6% | -18.3% |
| YTD | +7.1% | -57.0% | +64.1% | +8.2% |
| 1Y | +4.7% | -59.4% | +64.0% | +5.8% |
| 3Y | +345.6% | +48.7% | +296.9% | +340.1% |
| 5Y | +588.3% | -76.8% | +665.0% | +557.1% |
| All | +593.9% | -76.8% | +670.7% | +565.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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