+390.3%
HWM vs BBY
+38.4%
+351.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +0.7% |
| 7D | -8.0% | +1.2% | -9.2% | -8.2% |
| 30D | -18.0% | +6.8% | -24.8% | -18.9% |
| 3M | -9.5% | +18.7% | -28.2% | -12.2% |
| 6M | -8.4% | +37.3% | -45.7% | -13.6% |
| YTD | +13.6% | +35.3% | -21.7% | +7.2% |
| 1Y | +30.2% | +20.7% | +9.6% | +25.5% |
| All | +390.3% | +38.4% | +351.8% | +346.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling