+1,773.8%
HWM vs SUI
+111.9%
+1,661.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.3% |
| 7D | -2.1% | -2.8% | +0.7% | -1.0% |
| 30D | -11.0% | -1.2% | -9.8% | -10.7% |
| 3M | +4.0% | -1.7% | +5.8% | +4.2% |
| 6M | -0.2% | -10.5% | +10.2% | +3.5% |
| YTD | +26.7% | -1.8% | +28.5% | +26.8% |
| 1Y | +44.7% | -4.1% | +48.8% | +45.7% |
| 3Y | +426.1% | +11.3% | +414.8% | +385.2% |
| 5Y | +738.5% | -32.1% | +770.6% | +846.1% |
| All | +1,773.8% | +111.9% | +1,661.9% | +1,574.4% |
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