+325.8%
HWM vs PAAS
+182.2%
+143.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +1.0% | +2.2% |
| 7D | +3.3% | +8.4% | -5.1% | +2.1% |
| 30D | -7.6% | -7.2% | -0.4% | -6.7% |
| 3M | -28.9% | -14.0% | -14.9% | -27.8% |
| 6M | -19.7% | -26.8% | +7.1% | -16.9% |
| YTD | +0.5% | -19.8% | +20.3% | +2.0% |
| 1Y | +0.3% | +22.8% | -22.6% | -3.5% |
| 3Y | +325.8% | +183.6% | +142.2% | +282.7% |
| All | +325.8% | +182.2% | +143.7% | +282.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling