+1,523.0%
HWM vs SUI
+115.7%
+1,407.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.9% | +3.0% |
| 7D | +3.3% | +6.2% | -2.9% | +0.9% |
| 30D | -7.6% | +8.6% | -16.2% | -10.7% |
| 3M | -28.9% | +1.0% | -29.9% | -29.5% |
| 6M | -19.7% | -2.6% | -17.1% | -19.6% |
| YTD | +0.5% | -0.1% | +0.7% | -0.4% |
| 1Y | +0.3% | +0.5% | -0.2% | -1.0% |
| 3Y | +325.8% | +15.3% | +310.6% | +286.7% |
| 5Y | +524.7% | -26.1% | +550.9% | +578.5% |
| All | +1,523.0% | +115.7% | +1,407.2% | +1,391.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling