+1,573.3%
HWM vs NDAQ
+421.4%
+1,152.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -1.9% | -8.8% | -9.6% |
| 7D | -9.2% | -2.6% | -6.6% | -7.7% |
| 30D | -17.9% | +0.5% | -18.3% | -18.0% |
| 3M | -6.0% | +9.9% | -16.0% | -11.9% |
| 6M | -7.4% | +8.2% | -15.6% | -13.0% |
| YTD | +13.1% | -1.5% | +14.6% | +11.2% |
| 1Y | +29.3% | +1.3% | +28.0% | +24.3% |
| 3Y | +389.9% | +92.6% | +297.3% | +209.3% |
| 5Y | +655.5% | +53.8% | +601.7% | +436.1% |
| All | +1,573.3% | +421.4% | +1,152.0% | +410.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling