+389.9%
HWM vs BTG
+101.2%
+288.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -2.9% | -7.8% | -10.4% |
| 7D | -9.2% | +4.8% | -14.0% | -9.5% |
| 30D | -17.9% | +8.3% | -26.2% | -18.5% |
| 3M | -6.0% | +32.3% | -38.3% | -9.1% |
| 6M | -7.4% | +3.0% | -10.3% | -8.7% |
| YTD | +13.1% | +21.9% | -8.8% | +9.7% |
| 1Y | +29.3% | +28.2% | +1.1% | +24.2% |
| 3Y | +389.9% | +99.9% | +290.0% | +347.8% |
| All | +389.9% | +101.2% | +288.7% | +347.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling