+4.4%
HWM vs BEN
+56.2%
-51.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +4.7% | -9.0% | -5.6% |
| 7D | +9.4% | +6.7% | +2.7% | +7.4% |
| 30D | -7.0% | +3.0% | -10.0% | -7.8% |
| 3M | -25.9% | -4.3% | -21.5% | -25.1% |
| 6M | -10.8% | +16.4% | -27.2% | -14.2% |
| YTD | +4.3% | +46.8% | -42.5% | -6.4% |
| 1Y | +4.4% | +57.3% | -53.0% | -7.4% |
| All | +4.4% | +56.2% | -51.9% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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