+1,773.8%
HWM vs KMB
+31.2%
+1,742.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | -2.1% | -3.0% | +0.9% | -1.3% |
| 30D | -11.0% | -5.5% | -5.5% | -9.8% |
| 3M | +4.0% | +14.0% | -9.9% | -0.1% |
| 6M | -0.2% | +4.1% | -4.3% | -1.8% |
| YTD | +26.7% | +8.0% | +18.6% | +23.2% |
| 1Y | +44.7% | -13.7% | +58.5% | +48.8% |
| 3Y | +426.1% | -5.9% | +432.0% | +414.9% |
| 5Y | +738.5% | -8.6% | +747.1% | +721.1% |
| All | +1,773.8% | +31.2% | +1,742.6% | +1,510.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling