+1,573.3%
HWM vs BBWI
-51.2%
+1,624.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -3.1% | -7.6% | -9.9% |
| 7D | -9.2% | +1.6% | -10.7% | -9.5% |
| 30D | -17.9% | -6.2% | -11.6% | -16.7% |
| 3M | -6.0% | +4.3% | -10.4% | -7.9% |
| 6M | -7.4% | -7.2% | -0.2% | -7.5% |
| YTD | +13.1% | -3.0% | +16.1% | +11.0% |
| 1Y | +29.3% | -30.8% | +60.1% | +36.7% |
| 3Y | +389.9% | -43.4% | +433.3% | +415.6% |
| 5Y | +655.5% | -66.7% | +722.3% | +784.7% |
| All | +1,573.3% | -51.2% | +1,624.5% | +1,101.6% |
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