+4.4%
HWM vs BIYA
-98.4%
+102.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -1.0% | -4.3% |
| 7D | +9.4% | -4.0% | +13.4% | +9.4% |
| 30D | -7.0% | -15.0% | +8.0% | -6.9% |
| 3M | -25.9% | -58.1% | +32.2% | -26.2% |
| 6M | -10.8% | -90.0% | +79.2% | -10.9% |
| YTD | +4.3% | -96.9% | +101.2% | +6.0% |
| 1Y | +4.4% | -98.2% | +102.6% | +5.9% |
| All | +4.4% | -98.4% | +102.8% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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