+655.5%
HWM vs SPG
+106.4%
+549.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +1.2% | -11.9% | -11.3% |
| 7D | -9.2% | 0.0% | -9.2% | -9.2% |
| 30D | -17.9% | -4.9% | -12.9% | -15.7% |
| 3M | -6.0% | +3.3% | -9.4% | -8.2% |
| 6M | -7.4% | +11.2% | -18.6% | -13.1% |
| YTD | +13.1% | +17.1% | -4.0% | +2.8% |
| 1Y | +29.3% | +21.6% | +7.7% | +14.8% |
| 3Y | +389.9% | +111.9% | +278.1% | +207.9% |
| 5Y | +655.5% | +106.9% | +548.6% | +373.7% |
| All | +655.5% | +106.4% | +549.2% | +373.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SPG 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling