+4.4%
HWM vs NDAQ
+28.8%
-24.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.6% | -6.8% | -4.2% |
| 7D | +9.4% | +3.9% | +5.5% | +9.6% |
| 30D | -7.0% | +19.0% | -26.0% | -6.5% |
| 3M | -25.9% | +17.6% | -43.4% | -25.3% |
| 6M | -10.8% | +21.0% | -31.8% | -10.1% |
| YTD | +4.3% | +14.1% | -9.8% | +6.1% |
| 1Y | +4.4% | +29.4% | -25.1% | -2.0% |
| All | +4.4% | +28.8% | -24.4% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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