+1,516.2%
HWM vs PAAS
+168.2%
+1,347.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.8% | +7.1% | +2.2% |
| 7D | -1.8% | +4.2% | -5.9% | -2.5% |
| 30D | -2.7% | -13.8% | +11.1% | -0.6% |
| 3M | -22.7% | -22.7% | 0.0% | -20.1% |
| 6M | -18.9% | -32.1% | +13.2% | -14.9% |
| YTD | +7.1% | -22.3% | +29.4% | +9.2% |
| 1Y | +4.7% | +7.7% | -3.0% | +1.4% |
| 3Y | +345.6% | +214.0% | +131.6% | +255.7% |
| 5Y | +588.3% | +63.2% | +525.1% | +492.0% |
| 10Y | +1,516.2% | +185.5% | +1,330.6% | +1,079.1% |
| All | +1,516.2% | +168.2% | +1,347.9% | +1,079.1% |
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