+536.9%
HWM vs IBB
+37.5%
+499.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.5% |
| 7D | +3.3% | -1.8% | +5.1% | +4.2% |
| 30D | -7.6% | +5.1% | -12.7% | -10.1% |
| 3M | -28.9% | +10.7% | -39.6% | -33.1% |
| 6M | -19.7% | +22.9% | -42.6% | -28.8% |
| YTD | +0.5% | +26.7% | -26.2% | -12.6% |
| 1Y | +0.3% | +35.1% | -34.9% | -15.9% |
| 3Y | +325.8% | +80.2% | +245.6% | +198.2% |
| All | +536.9% | +37.5% | +499.5% | +346.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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