+1,513.6%
HWM vs GWW
+735.7%
+777.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.0% |
| 7D | +11.1% | +3.7% | +7.4% | +9.0% |
| 30D | +3.0% | +13.6% | -10.6% | -3.8% |
| 3M | -20.7% | +15.4% | -36.1% | -26.6% |
| 6M | -17.2% | +21.8% | -39.0% | -25.8% |
| YTD | +9.1% | +50.0% | -41.0% | -12.9% |
| 1Y | +9.0% | +60.2% | -51.2% | -16.1% |
| 3Y | +353.8% | +94.4% | +259.5% | +211.1% |
| 5Y | +608.0% | +221.8% | +386.2% | +262.9% |
| 10Y | +1,510.3% | +665.8% | +844.6% | +498.9% |
| All | +1,513.6% | +735.7% | +777.9% | +486.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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