+389.9%
HWM vs MDY
+51.1%
+338.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.7% | -10.0% | -10.0% |
| 7D | -9.2% | +1.0% | -10.2% | -10.0% |
| 30D | -17.9% | -3.1% | -14.7% | -15.1% |
| 3M | -6.0% | +1.8% | -7.9% | -7.7% |
| 6M | -7.4% | +10.8% | -18.1% | -16.3% |
| YTD | +13.1% | +14.4% | -1.3% | -1.1% |
| 1Y | +29.3% | +15.2% | +14.1% | +12.4% |
| 3Y | +389.9% | +51.2% | +338.7% | +240.3% |
| All | +389.9% | +51.1% | +338.9% | +240.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling