+4.4%
HWM vs KMB
+11.9%
-7.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +4.1% | -8.4% | -4.4% |
| 7D | +9.4% | +0.4% | +9.1% | +9.5% |
| 30D | -7.0% | +14.0% | -21.0% | -8.3% |
| 3M | -25.9% | -1.3% | -24.5% | -25.5% |
| 6M | -10.8% | +16.7% | -27.5% | -14.6% |
| YTD | +4.3% | +12.0% | -7.7% | +2.1% |
| 1Y | +4.4% | +13.6% | -9.2% | +1.5% |
| All | +4.4% | +11.9% | -7.5% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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