+1,573.3%
HWM vs MSI
+633.7%
+939.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -1.1% | -9.6% | -10.1% |
| 7D | -9.2% | -5.8% | -3.4% | -5.9% |
| 30D | -17.9% | -1.0% | -16.9% | -17.5% |
| 3M | -6.0% | +14.2% | -20.2% | -13.8% |
| 6M | -7.4% | +1.0% | -8.4% | -9.3% |
| YTD | +13.1% | +21.5% | -8.4% | -1.2% |
| 1Y | +29.3% | -2.1% | +31.4% | +28.4% |
| 3Y | +389.9% | +69.3% | +320.6% | +235.3% |
| 5Y | +655.5% | +99.3% | +556.2% | +352.6% |
| All | +1,573.3% | +633.7% | +939.6% | +417.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling