+536.9%
HWM vs OPEN
-93.8%
+630.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -21.8% | +24.2% | +3.6% |
| 7D | +3.3% | -22.2% | +25.5% | +4.4% |
| 30D | -7.6% | -38.3% | +30.7% | -5.6% |
| 3M | -28.9% | -59.4% | +30.4% | -25.8% |
| 6M | -19.7% | -74.4% | +54.7% | -14.3% |
| YTD | +0.5% | -76.0% | +76.5% | +7.1% |
| 1Y | +0.3% | -78.7% | +78.9% | +7.1% |
| 3Y | +325.8% | -30.0% | +355.8% | +276.4% |
| All | +536.9% | -93.8% | +630.7% | +586.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling