+9.0%
HWM vs SPXU
-25.8%
+34.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | 0.0% |
| 7D | +11.1% | -9.4% | +20.5% | +7.5% |
| 30D | +3.0% | +7.4% | -4.5% | +6.6% |
| 3M | -20.7% | +6.2% | -26.9% | -18.0% |
| 6M | -17.2% | -7.2% | -10.0% | -18.0% |
| YTD | +9.1% | -26.8% | +35.8% | -2.0% |
| 1Y | +9.0% | -26.3% | +35.3% | -2.0% |
| All | +9.0% | -25.8% | +34.8% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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