+4.7%
HWM vs IVZ
+25.3%
-20.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -1.8% | +2.2% | -3.9% | -2.6% |
| 30D | -2.7% | -2.2% | -0.5% | -2.1% |
| 3M | -22.7% | -8.4% | -14.3% | -20.5% |
| 6M | -18.9% | +6.2% | -25.1% | -20.4% |
| YTD | +7.1% | +12.4% | -5.3% | +2.2% |
| 1Y | +4.7% | +26.0% | -21.3% | -0.8% |
| All | +4.7% | +25.3% | -20.6% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling