+1,579.2%
HWM vs EIX
+30.9%
+1,548.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.5% |
| 7D | +1.6% | +0.7% | +0.9% | +1.2% |
| 30D | -3.9% | +8.8% | -12.7% | -7.2% |
| 3M | -23.2% | -10.9% | -12.3% | -21.0% |
| 6M | -20.0% | -10.3% | -9.7% | -18.5% |
| YTD | +5.7% | +5.8% | -0.1% | -0.1% |
| 1Y | +4.9% | +11.4% | -6.5% | -3.3% |
| 3Y | +347.0% | +11.1% | +335.9% | +293.8% |
| 5Y | +563.0% | +18.5% | +544.5% | +453.9% |
| 10Y | +1,579.2% | +32.2% | +1,546.9% | +1,212.3% |
| All | +1,579.2% | +30.9% | +1,548.2% | +1,212.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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