+577.9%
HWM vs SEI
+889.7%
-311.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -0.9% |
| 7D | +7.3% | +10.5% | -3.2% | +5.7% |
| 30D | +1.6% | -8.0% | +9.6% | +2.1% |
| 3M | -21.9% | +6.7% | -28.6% | -23.9% |
| 6M | -19.0% | -17.0% | -2.0% | -19.1% |
| YTD | +7.9% | +39.7% | -31.7% | -1.9% |
| 1Y | +9.9% | +43.2% | -33.2% | -1.0% |
| 3Y | +342.1% | +676.3% | -334.2% | +176.1% |
| All | +577.9% | +889.7% | -311.8% | +256.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling