+1,516.8%
HWM vs BN
+281.2%
+1,235.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.0% | +2.8% |
| 7D | +5.0% | -2.4% | +7.4% | +6.8% |
| 30D | +1.5% | +13.5% | -12.0% | -7.5% |
| 3M | -20.3% | -5.9% | -14.4% | -17.4% |
| 6M | -18.0% | -8.9% | -9.1% | -13.5% |
| YTD | +9.5% | -7.9% | +17.4% | +13.2% |
| 1Y | +7.5% | -8.3% | +15.8% | +11.1% |
| 3Y | +355.7% | +100.8% | +254.9% | +152.4% |
| 5Y | +610.2% | +38.2% | +572.0% | +403.2% |
| 10Y | +1,516.8% | +302.3% | +1,214.4% | +420.3% |
| All | +1,516.8% | +281.2% | +1,235.5% | +420.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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