+4.4%
HWM vs BRKR
+65.8%
-61.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +12.9% | -17.2% | -5.2% |
| 7D | +9.4% | +2.9% | +6.5% | +9.3% |
| 30D | -7.0% | -0.1% | -6.9% | -6.9% |
| 3M | -25.9% | +26.9% | -52.8% | -27.7% |
| 6M | -10.8% | +75.6% | -86.4% | -19.6% |
| YTD | +4.3% | +35.8% | -31.5% | -4.3% |
| 1Y | +4.4% | +58.6% | -54.3% | -7.4% |
| All | +4.4% | +65.8% | -61.4% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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