+4.4%
HWM vs OPEN
-72.7%
+77.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +13.8% | -18.1% | -4.9% |
| 7D | +9.4% | +3.7% | +5.7% | +9.3% |
| 30D | -7.0% | -14.3% | +7.3% | -6.1% |
| 3M | -25.9% | -51.9% | +26.1% | -22.5% |
| 6M | -10.8% | -61.4% | +50.6% | -5.8% |
| YTD | +4.3% | -66.0% | +70.4% | +11.1% |
| 1Y | +4.4% | -71.4% | +75.8% | +11.8% |
| All | +4.4% | -72.7% | +77.1% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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