+325.8%
HWM vs BBWI
-28.0%
+353.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.3% | +5.7% | +2.9% |
| 7D | +3.3% | -6.2% | +9.5% | +4.3% |
| 30D | -7.6% | +19.9% | -27.5% | -10.4% |
| 3M | -28.9% | +7.1% | -36.1% | -30.0% |
| 6M | -19.7% | +13.7% | -33.3% | -22.2% |
| YTD | +0.5% | +9.6% | -9.1% | -2.6% |
| 1Y | +0.3% | -1.6% | +1.9% | -1.8% |
| 3Y | +325.8% | -25.9% | +351.7% | +347.5% |
| All | +325.8% | -28.0% | +353.9% | +347.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling