+1,497.0%
HWM vs BNS
+178.9%
+1,318.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +7.3% | +0.9% | +6.4% | +6.5% |
| 30D | +1.6% | +2.8% | -1.2% | -1.0% |
| 3M | -21.9% | +3.0% | -24.9% | -24.3% |
| 6M | -19.0% | +23.3% | -42.3% | -33.8% |
| YTD | +7.9% | +29.3% | -21.4% | -15.8% |
| 1Y | +9.9% | +41.7% | -31.7% | -21.3% |
| 3Y | +342.1% | +147.7% | +194.4% | +80.4% |
| 5Y | +600.8% | +79.4% | +521.4% | +288.9% |
| 10Y | +1,493.8% | +188.5% | +1,305.3% | +504.4% |
| All | +1,497.0% | +178.9% | +1,318.1% | +502.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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