+1,579.2%
HWM vs BBWI
-41.3%
+1,620.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.2% | +4.6% |
| 7D | +1.6% | -6.2% | +7.8% | +3.2% |
| 30D | -3.9% | +25.5% | -29.4% | -9.8% |
| 3M | -23.2% | +8.0% | -31.2% | -25.6% |
| 6M | -20.0% | +12.7% | -32.7% | -24.1% |
| YTD | +5.7% | +11.6% | -5.9% | -0.8% |
| 1Y | +4.9% | -0.9% | +5.8% | +0.1% |
| 3Y | +347.0% | -22.7% | +369.7% | +329.6% |
| 5Y | +563.0% | -67.2% | +630.2% | +680.0% |
| 10Y | +1,579.2% | -43.7% | +1,622.9% | +1,061.1% |
| All | +1,579.2% | -41.3% | +1,620.5% | +1,061.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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