+1,773.8%
HWM vs BEN
+67.5%
+1,706.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -2.4% |
| 7D | -2.1% | +0.2% | -2.3% | -2.3% |
| 30D | -11.0% | -0.5% | -10.4% | -10.9% |
| 3M | +4.0% | +9.7% | -5.7% | -1.6% |
| 6M | -0.2% | +33.9% | -34.1% | -16.3% |
| YTD | +26.7% | +49.0% | -22.3% | -0.7% |
| 1Y | +44.7% | +42.1% | +2.6% | +15.9% |
| 3Y | +426.1% | +51.9% | +374.2% | +284.1% |
| 5Y | +738.5% | +39.0% | +699.5% | +516.6% |
| All | +1,773.8% | +67.5% | +1,706.3% | +1,059.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling