+9.9%
HWM vs BBY
+41.6%
-31.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.7% | -1.0% |
| 7D | +7.3% | +4.5% | +2.8% | +7.3% |
| 30D | +1.6% | +16.8% | -15.2% | +1.6% |
| 3M | -21.9% | +23.2% | -45.1% | -22.1% |
| 6M | -19.0% | +91.9% | -111.0% | -20.2% |
| YTD | +7.9% | +61.6% | -53.7% | +7.1% |
| 1Y | +9.9% | +43.9% | -33.9% | +11.9% |
| All | +9.9% | +41.6% | -31.7% | +11.9% |
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