+1,516.8%
HWM vs SUI
+120.9%
+1,395.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +2.6% |
| 7D | +5.0% | -2.4% | +7.4% | +5.9% |
| 30D | +1.5% | +3.3% | -1.8% | -0.1% |
| 3M | -20.3% | +0.7% | -21.0% | -20.9% |
| 6M | -18.0% | -4.1% | -13.9% | -17.5% |
| YTD | +9.5% | -1.8% | +11.3% | +9.1% |
| 1Y | +7.5% | -4.1% | +11.5% | +8.0% |
| 3Y | +355.7% | +17.4% | +338.3% | +309.5% |
| 5Y | +610.2% | -27.0% | +637.2% | +675.1% |
| 10Y | +1,516.8% | +121.2% | +1,395.6% | +1,334.3% |
| All | +1,516.8% | +120.9% | +1,395.9% | +1,334.3% |
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