+1,524.1%
HWM vs PAAS
+192.1%
+1,332.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.1% | +2.3% |
| 7D | +3.4% | +8.4% | -5.0% | +2.1% |
| 30D | -7.5% | -7.2% | -0.4% | -6.6% |
| 3M | -28.9% | -14.0% | -14.9% | -27.7% |
| 6M | -19.6% | -26.8% | +7.1% | -16.6% |
| YTD | +0.6% | -19.8% | +20.4% | +2.1% |
| 1Y | +0.3% | +22.8% | -22.5% | -4.7% |
| 3Y | +326.1% | +183.6% | +142.5% | +246.3% |
| 5Y | +525.2% | +73.8% | +451.4% | +433.7% |
| All | +1,524.1% | +192.1% | +1,332.0% | +1,090.1% |
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