+577.9%
HWM vs NDAQ
+66.7%
+511.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | +7.3% | +1.3% | +6.0% | +6.8% |
| 30D | +1.6% | +18.0% | -16.4% | -5.6% |
| 3M | -21.9% | +11.5% | -33.4% | -25.6% |
| 6M | -19.0% | +21.1% | -40.1% | -26.2% |
| YTD | +7.9% | +12.8% | -4.9% | +0.9% |
| 1Y | +9.9% | +25.7% | -15.8% | -3.4% |
| 3Y | +342.1% | +116.8% | +225.3% | +191.3% |
| All | +577.9% | +66.7% | +511.2% | +372.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling