+24.3%
HWM vs CNC
+110.9%
-86.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.1% | -2.1% |
| 7D | -12.5% | -3.9% | -8.7% | -12.4% |
| 30D | -19.0% | +0.8% | -19.8% | -18.9% |
| 3M | -8.6% | +0.1% | -8.7% | -8.5% |
| 6M | -10.2% | +79.7% | -89.8% | -11.1% |
| YTD | +11.3% | +58.9% | -47.6% | +10.3% |
| 1Y | +24.3% | +109.1% | -84.9% | +25.3% |
| All | +24.3% | +110.9% | -86.6% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CNC 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling