+29.3%
HWM vs BEN
+45.8%
-16.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.2% | -10.5% | -10.6% |
| 7D | -9.2% | +4.7% | -13.8% | -10.2% |
| 30D | -17.9% | +2.6% | -20.5% | -18.4% |
| 3M | -6.0% | +11.5% | -17.5% | -8.6% |
| 6M | -7.4% | +35.3% | -42.7% | -14.2% |
| YTD | +13.1% | +48.6% | -35.5% | +2.5% |
| 1Y | +29.3% | +46.7% | -17.4% | +15.8% |
| All | +29.3% | +45.8% | -16.4% | +15.8% |
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