+1,334.0%
HWM vs OPEN
-87.0%
+1,421.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -21.8% | +24.3% | +3.6% |
| 7D | +3.4% | -22.2% | +25.6% | +4.5% |
| 30D | -7.5% | -38.3% | +30.8% | -5.6% |
| 3M | -28.9% | -59.4% | +30.5% | -25.8% |
| 6M | -19.6% | -74.4% | +54.7% | -14.4% |
| YTD | +0.6% | -76.0% | +76.6% | +7.0% |
| 1Y | +0.3% | -78.7% | +79.0% | +7.0% |
| 3Y | +326.1% | -30.0% | +356.1% | +282.0% |
| 5Y | +525.2% | -93.7% | +618.9% | +511.2% |
| All | +1,334.0% | -87.0% | +1,421.0% | +1,139.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling