+19.5%
HWM vs SOLS
+17.0%
+2.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | -11.4% | -3.5% | -8.0% | -11.0% |
| 30D | -18.5% | -1.0% | -17.5% | -18.5% |
| 3M | -13.2% | -24.1% | +10.9% | -10.4% |
| 6M | -8.7% | -18.0% | +9.3% | -7.6% |
| YTD | +12.2% | +27.1% | -14.9% | +10.2% |
| All | +19.5% | +17.0% | +2.5% | +17.4% |
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