+1,474.6%
HWM vs SUI
+123.0%
+1,351.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -2.0% | -1.4% |
| 7D | +7.3% | -1.5% | +8.8% | +7.9% |
| 30D | +1.6% | +3.7% | -2.2% | -0.2% |
| 3M | -21.9% | -0.4% | -21.5% | -22.1% |
| 6M | -19.0% | -2.8% | -16.3% | -19.0% |
| YTD | +7.9% | -1.6% | +9.6% | +7.5% |
| 1Y | +9.9% | -2.1% | +12.0% | +9.6% |
| 3Y | +342.1% | +18.5% | +323.7% | +295.8% |
| 5Y | +600.8% | -26.5% | +627.3% | +662.6% |
| All | +1,474.6% | +123.0% | +1,351.6% | +1,295.1% |
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