+30.2%
HWM vs IVZ
+50.2%
-19.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.7% |
| 7D | -8.0% | +1.2% | -9.2% | -8.2% |
| 30D | -18.0% | +1.8% | -19.8% | -18.4% |
| 3M | -9.5% | +15.7% | -25.2% | -13.5% |
| 6M | -8.4% | +36.3% | -44.7% | -16.8% |
| YTD | +13.6% | +24.9% | -11.3% | +4.7% |
| 1Y | +30.2% | +48.9% | -18.7% | +15.5% |
| All | +30.2% | +50.2% | -19.9% | +15.5% |
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