+1,512.1%
HWM vs OPEN
-71.4%
+1,583.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -2.5% | -8.2% | -10.6% |
| 7D | -9.2% | +1.0% | -10.2% | -9.2% |
| 30D | -17.9% | -11.9% | -6.0% | -17.4% |
| 3M | -6.0% | -28.8% | +22.7% | -4.6% |
| 6M | -7.4% | -38.6% | +31.2% | -5.5% |
| YTD | +13.1% | -47.3% | +60.4% | +16.0% |
| 1Y | +29.3% | -49.2% | +78.5% | +29.8% |
| 3Y | +389.9% | -18.8% | +408.7% | +342.6% |
| 5Y | +655.5% | -83.6% | +739.2% | +604.5% |
| All | +1,512.1% | -71.4% | +1,583.6% | +1,243.8% |
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 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