+1,579.2%
HWM vs PAAS
+178.0%
+1,401.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.9% | +2.2% | +4.6% |
| 7D | +1.6% | +8.8% | -7.2% | +0.2% |
| 30D | -3.9% | -8.5% | +4.5% | -2.8% |
| 3M | -23.2% | -17.0% | -6.2% | -21.5% |
| 6M | -20.0% | -27.9% | +7.9% | -16.8% |
| YTD | +5.7% | -17.5% | +23.2% | +6.8% |
| 1Y | +4.9% | +22.8% | -18.0% | -0.4% |
| 3Y | +347.0% | +224.2% | +122.8% | +256.2% |
| 5Y | +563.0% | +73.6% | +489.4% | +466.3% |
| 10Y | +1,579.2% | +186.4% | +1,392.8% | +1,125.7% |
| All | +1,579.2% | +178.0% | +1,401.2% | +1,125.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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