+347.0%
HWM vs MSCI
+32.0%
+315.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.2% | +4.9% |
| 7D | +1.6% | +1.5% | +0.1% | +1.3% |
| 30D | -3.9% | +14.4% | -18.3% | -6.4% |
| 3M | -23.2% | +15.2% | -38.4% | -25.3% |
| 6M | -20.0% | +11.2% | -31.2% | -22.1% |
| YTD | +5.7% | +13.9% | -8.2% | +1.5% |
| 1Y | +4.9% | +12.5% | -7.6% | +1.1% |
| 3Y | +347.0% | +32.3% | +314.7% | +308.8% |
| All | +347.0% | +32.0% | +315.0% | +308.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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