+1,516.8%
HWM vs SYY
+87.3%
+1,429.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.1% | +2.8% |
| 7D | +5.0% | 0.0% | +5.0% | +5.0% |
| 30D | +1.5% | -2.2% | +3.8% | +1.8% |
| 3M | -20.3% | -8.0% | -12.3% | -17.3% |
| 6M | -18.0% | +7.5% | -25.5% | -22.8% |
| YTD | +9.5% | +7.4% | +2.1% | +1.4% |
| 1Y | +7.5% | +4.9% | +2.6% | +0.8% |
| 3Y | +355.7% | +24.1% | +331.6% | +272.2% |
| 5Y | +610.2% | +13.4% | +596.8% | +507.7% |
| 10Y | +1,516.8% | +87.5% | +1,429.2% | +911.3% |
| All | +1,516.8% | +87.3% | +1,429.5% | +911.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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