+24.9%
HWM vs MKSI
+142.7%
-117.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.3% | +0.3% |
| 7D | -11.4% | +2.7% | -14.1% | -12.0% |
| 30D | -18.5% | -12.8% | -5.7% | -16.2% |
| 3M | -13.2% | -22.5% | +9.3% | -10.5% |
| 6M | -8.7% | +19.4% | -28.1% | -16.8% |
| YTD | +12.2% | +67.7% | -55.6% | -5.6% |
| 1Y | +24.9% | +131.4% | -106.5% | -1.0% |
| All | +24.9% | +142.7% | -117.8% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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