+4.4%
HWM vs SOLS
+37.2%
-32.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.5% | +2.3% | -3.2% |
| 7D | +9.4% | -8.8% | +18.2% | +11.1% |
| 30D | -7.0% | -0.6% | -6.4% | -6.8% |
| 3M | -25.9% | -9.0% | -16.8% | -24.8% |
| 6M | -10.8% | -28.7% | +17.8% | -7.2% |
| YTD | +4.3% | +19.2% | -14.8% | +2.2% |
| 1Y | +4.4% | +32.6% | -28.2% | +1.3% |
| All | +4.4% | +37.2% | -32.8% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 1y: compounded portfolio wealth divided by compounded SOLS 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…
1y analysis · Full analysis span regression · 6 months rolling