+389.9%
HWM vs SEI
+565.9%
-176.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +16.3% | -27.0% | -12.7% |
| 7D | -9.2% | +28.8% | -38.0% | -12.5% |
| 30D | -17.9% | +10.4% | -28.2% | -19.3% |
| 3M | -6.0% | -11.4% | +5.4% | -5.7% |
| 6M | -7.4% | +31.2% | -38.5% | -12.9% |
| YTD | +13.1% | +39.7% | -26.6% | +4.7% |
| 1Y | +29.3% | +149.0% | -119.7% | +8.4% |
| 3Y | +389.9% | +560.2% | -170.3% | +253.1% |
| All | +389.9% | +565.9% | -176.0% | +253.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling