+441.1%
HWM vs D
+58.5%
+382.6%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.4% |
| 7D | -2.1% | +1.5% | -3.6% | -2.3% |
| 30D | -11.0% | -2.6% | -8.4% | -10.7% |
| 3M | +4.0% | 0.0% | +4.0% | +4.0% |
| 6M | -0.2% | +7.4% | -7.6% | -1.4% |
| YTD | +26.7% | +15.9% | +10.8% | +24.0% |
| 1Y | +44.7% | +18.1% | +26.6% | +41.2% |
| All | +441.1% | +58.5% | +382.6% | +395.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling