+622.3%
HWM vs GDDY
+29.8%
+592.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.0% | +0.4% |
| 7D | -11.4% | -3.2% | -8.2% | -10.7% |
| 30D | -18.5% | +6.8% | -25.3% | -19.7% |
| 3M | -13.2% | +30.5% | -43.6% | -20.0% |
| 6M | -8.7% | +13.3% | -22.0% | -13.4% |
| YTD | +12.2% | -21.0% | +33.1% | +18.6% |
| 1Y | +24.9% | -34.0% | +58.9% | +40.3% |
| 3Y | +383.9% | +33.1% | +350.9% | +316.0% |
| All | +622.3% | +29.8% | +592.6% | +549.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GDDY.
Daily Out/Under-Performance
Portfolio return minus GDDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDDY 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 5y: compounded portfolio wealth divided by compounded GDDY 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…
5y analysis · Full analysis span regression · 6 months rolling