+979.9%
HWM vs SEI
+605.9%
+374.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -0.8% |
| 7D | +7.3% | +10.5% | -3.2% | +4.9% |
| 30D | +1.6% | -8.0% | +9.6% | +2.3% |
| 3M | -21.9% | +6.7% | -28.6% | -25.3% |
| 6M | -19.0% | -17.0% | -2.0% | -19.6% |
| YTD | +7.9% | +39.7% | -31.7% | -7.9% |
| 1Y | +9.9% | +43.2% | -33.2% | -7.7% |
| 3Y | +342.1% | +676.3% | -334.2% | +92.5% |
| 5Y | +600.8% | +891.0% | -290.2% | +148.5% |
| All | +979.9% | +605.9% | +374.0% | +255.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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