+342.1%
HWM vs BBAI
+24.0%
+318.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.7% | +6.7% | -0.6% |
| 7D | +7.3% | -14.0% | +21.3% | +8.1% |
| 30D | +1.6% | -12.4% | +14.0% | +2.2% |
| 3M | -21.9% | -42.8% | +20.9% | -19.7% |
| 6M | -19.0% | -54.6% | +35.6% | -16.0% |
| YTD | +7.9% | -64.6% | +72.6% | +12.8% |
| 1Y | +9.9% | -69.9% | +79.8% | +15.6% |
| 3Y | +342.1% | +7.3% | +334.8% | +321.6% |
| All | +342.1% | +24.0% | +318.1% | +321.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling