+4.4%
HWM vs BBY
+33.0%
-28.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +8.0% | -12.3% | -4.1% |
| 7D | +9.4% | +4.5% | +4.9% | +9.6% |
| 30D | -7.0% | +16.0% | -23.0% | -7.0% |
| 3M | -25.9% | +18.6% | -44.5% | -26.1% |
| 6M | -10.8% | +80.1% | -90.9% | -12.3% |
| YTD | +4.3% | +57.4% | -53.1% | +3.3% |
| 1Y | +4.4% | +34.5% | -30.1% | +7.6% |
| All | +4.4% | +33.0% | -28.6% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling