+389.9%
HWM vs NVD
-99.2%
+489.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +3.9% | -14.6% | -10.2% |
| 7D | -9.2% | -7.7% | -1.5% | -10.0% |
| 30D | -17.9% | -5.8% | -12.1% | -18.2% |
| 3M | -6.0% | -23.2% | +17.2% | -8.3% |
| 6M | -7.4% | -49.7% | +42.4% | -13.8% |
| YTD | +13.1% | -47.7% | +60.8% | +6.6% |
| 1Y | +29.3% | -61.3% | +90.6% | +18.2% |
| 3Y | +389.9% | -99.2% | +489.1% | +233.0% |
| All | +389.9% | -99.2% | +489.1% | +233.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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