+577.9%
HWM vs GEN
+33.3%
+544.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.5% |
| 7D | +7.3% | +2.0% | +5.2% | +6.9% |
| 30D | +1.6% | +27.7% | -26.2% | -3.3% |
| 3M | -21.9% | +3.3% | -25.1% | -22.8% |
| 6M | -19.0% | +31.8% | -50.9% | -24.6% |
| YTD | +7.9% | +13.5% | -5.6% | +3.8% |
| 1Y | +9.9% | +16.0% | -6.1% | +5.0% |
| 3Y | +342.1% | +70.6% | +271.6% | +275.5% |
| All | +577.9% | +33.3% | +544.6% | +495.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling