+390.3%
HWM vs FRSH
-46.2%
+436.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.5% |
| 7D | -8.0% | -9.6% | +1.5% | -7.9% |
| 30D | -18.0% | -0.4% | -17.6% | -18.0% |
| 3M | -9.5% | +27.2% | -36.7% | -10.0% |
| 6M | -8.4% | +42.2% | -50.6% | -9.4% |
| YTD | +13.6% | -2.6% | +16.2% | +15.3% |
| 1Y | +30.2% | -10.2% | +40.4% | +32.9% |
| All | +390.3% | -46.2% | +436.5% | +387.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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