+1,581.2%
HWM vs GEN
+146.8%
+1,434.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.5% |
| 7D | -8.0% | -2.9% | -5.1% | -7.4% |
| 30D | -18.0% | +2.1% | -20.1% | -18.4% |
| 3M | -9.5% | +19.7% | -29.2% | -13.2% |
| 6M | -8.4% | +33.3% | -41.6% | -14.7% |
| YTD | +13.6% | +11.1% | +2.5% | +9.9% |
| 1Y | +30.2% | +3.0% | +27.2% | +28.0% |
| 3Y | +392.2% | +57.9% | +334.3% | +334.3% |
| 5Y | +645.2% | +20.6% | +624.6% | +585.6% |
| All | +1,581.2% | +146.8% | +1,434.4% | +1,161.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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