+1,406.7%
HWM vs OPEN
-86.9%
+1,493.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +5.0% |
| 7D | +1.6% | -21.7% | +23.3% | +2.6% |
| 30D | -3.9% | -36.5% | +32.5% | -2.0% |
| 3M | -23.2% | -59.5% | +36.3% | -19.9% |
| 6M | -20.0% | -71.9% | +51.9% | -15.2% |
| YTD | +5.7% | -75.8% | +81.5% | +12.4% |
| 1Y | +4.9% | -78.5% | +83.4% | +11.8% |
| 3Y | +347.0% | -30.2% | +377.2% | +301.1% |
| 5Y | +563.0% | -93.3% | +656.3% | +546.4% |
| All | +1,406.7% | -86.9% | +1,493.6% | +1,202.3% |
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