+1,387.4%
HWM vs GEN
+147.0%
+1,240.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.1% | +3.0% |
| 7D | +3.3% | +2.3% | +1.0% | +2.8% |
| 30D | -7.6% | +33.1% | -40.7% | -12.9% |
| 3M | -28.9% | +6.5% | -35.4% | -30.4% |
| 6M | -19.7% | +53.8% | -73.5% | -27.8% |
| YTD | +0.5% | +11.2% | -10.7% | -3.4% |
| 1Y | +0.3% | +19.4% | -19.1% | -5.3% |
| 3Y | +325.8% | +81.0% | +244.8% | +262.2% |
| 5Y | +524.7% | +33.4% | +491.3% | +459.7% |
| 10Y | +1,491.8% | +164.3% | +1,327.5% | +1,100.2% |
| All | +1,387.4% | +147.0% | +1,240.4% | +1,008.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling