+1,573.3%
HWM vs BEN
+67.1%
+1,506.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.2% | -10.5% | -10.6% |
| 7D | -9.2% | +4.7% | -13.8% | -11.5% |
| 30D | -17.9% | +2.6% | -20.5% | -19.1% |
| 3M | -6.0% | +11.5% | -17.5% | -11.9% |
| 6M | -7.4% | +35.3% | -42.7% | -22.7% |
| YTD | +13.1% | +48.6% | -35.5% | -11.2% |
| 1Y | +29.3% | +46.7% | -17.4% | +1.7% |
| 3Y | +389.9% | +57.0% | +332.9% | +250.0% |
| 5Y | +655.5% | +41.8% | +613.7% | +448.0% |
| All | +1,573.3% | +67.1% | +1,506.2% | +937.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling