+588.3%
HWM vs HAS
+51.6%
+536.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | -1.8% | +3.3% | -5.0% | -2.6% |
| 30D | -2.7% | +30.5% | -33.2% | -9.6% |
| 3M | -22.7% | +29.9% | -52.6% | -28.2% |
| 6M | -18.9% | +26.5% | -45.5% | -24.6% |
| YTD | +7.1% | +51.9% | -44.9% | -6.2% |
| 1Y | +4.7% | +60.9% | -56.2% | -10.0% |
| 3Y | +345.6% | +215.0% | +130.6% | +196.7% |
| 5Y | +588.3% | +51.5% | +536.8% | +542.9% |
| All | +588.3% | +51.6% | +536.7% | +542.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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