+741.5%
HWM vs OPEN
-83.7%
+825.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | -2.1% | -4.3% | +2.1% | -1.9% |
| 30D | -11.0% | -16.2% | +5.2% | -10.2% |
| 3M | +4.0% | -36.4% | +40.4% | +6.2% |
| 6M | -0.2% | -35.5% | +35.2% | +1.5% |
| YTD | +26.7% | -46.0% | +72.6% | +29.7% |
| 1Y | +44.7% | -47.1% | +91.9% | +44.8% |
| 3Y | +426.1% | -19.0% | +445.1% | +373.6% |
| All | +741.5% | -83.7% | +825.2% | +688.7% |
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