+1,484.3%
HWM vs DECK
+885.7%
+598.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.5% | -4.4% | -5.5% |
| 7D | -2.4% | +6.0% | -8.5% | -4.3% |
| 30D | -13.3% | +7.4% | -20.7% | -15.2% |
| 3M | -31.0% | -11.7% | -19.4% | -28.6% |
| 6M | -17.1% | -11.0% | -6.2% | -15.1% |
| YTD | -1.9% | -15.4% | +13.5% | +1.1% |
| 1Y | -2.4% | +7.2% | -9.7% | -7.1% |
| 3Y | +322.2% | -11.8% | +334.0% | +293.0% |
| 5Y | +509.8% | +24.3% | +485.5% | +378.8% |
| All | +1,484.3% | +885.7% | +598.6% | +601.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 10y: compounded portfolio wealth divided by compounded DECK 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…
10y analysis · Full analysis span regression · 6 months rolling