+440.0%
HWM vs KVUE
-17.7%
+457.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -1.9% | -8.8% | -10.6% |
| 7D | -9.2% | -1.9% | -7.2% | -9.0% |
| 30D | -17.9% | -3.3% | -14.6% | -17.7% |
| 3M | -6.0% | +6.0% | -12.0% | -6.6% |
| 6M | -7.4% | +2.3% | -9.7% | -7.8% |
| YTD | +13.1% | +10.3% | +2.8% | +12.2% |
| 1Y | +29.3% | +4.6% | +24.7% | +28.9% |
| 3Y | +389.9% | -2.2% | +392.1% | +383.8% |
| All | +440.0% | -17.7% | +457.7% | +444.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded KVUE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling