+1,516.8%
HWM vs BIL
+26.1%
+1,490.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.2% | +2.3% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | +1.5% | +0.3% | +1.2% | +1.8% |
| 3M | -20.3% | +0.9% | -21.3% | -19.6% |
| 6M | -18.0% | +1.9% | -19.9% | -16.6% |
| YTD | +9.5% | +3.1% | +6.4% | +12.2% |
| 1Y | +7.5% | +3.7% | +3.8% | +10.6% |
| 3Y | +355.7% | +13.8% | +341.8% | +400.2% |
| 5Y | +610.2% | +20.2% | +590.0% | +723.1% |
| 10Y | +1,516.8% | +26.1% | +1,490.6% | +1,275.8% |
| All | +1,516.8% | +26.1% | +1,490.7% | +1,275.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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