+1,333.0%
HWM vs OPEN
-87.0%
+1,420.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -25.9% |
| 6M | -19.7% | -74.4% | +54.7% | -14.5% |
| YTD | +0.5% | -76.0% | +76.5% | +6.9% |
| 1Y | +0.3% | -78.7% | +78.9% | +6.9% |
| 3Y | +325.8% | -30.0% | +355.8% | +281.7% |
| 5Y | +524.7% | -93.7% | +618.5% | +510.8% |
| All | +1,333.0% | -87.0% | +1,420.0% | +1,139.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling