+30.2%
HWM vs SYY
+3.3%
+26.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | 0.0% |
| 7D | -8.0% | -0.2% | -7.8% | -8.0% |
| 30D | -18.0% | -2.7% | -15.3% | -17.6% |
| 3M | -9.5% | +5.9% | -15.4% | -10.9% |
| 6M | -8.4% | -2.3% | -6.1% | -9.1% |
| YTD | +13.6% | +13.1% | +0.5% | +13.9% |
| 1Y | +30.2% | +3.8% | +26.5% | +28.3% |
| All | +30.2% | +3.3% | +26.9% | +28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling