+389.9%
HWM vs SYY
+25.4%
+364.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.3% | -10.4% | -10.6% |
| 7D | -9.2% | -2.8% | -6.4% | -8.5% |
| 30D | -17.9% | -5.3% | -12.6% | -16.8% |
| 3M | -6.0% | +5.1% | -11.1% | -7.4% |
| 6M | -7.4% | -5.0% | -2.4% | -6.9% |
| YTD | +13.1% | +10.7% | +2.4% | +10.0% |
| 1Y | +29.3% | +0.7% | +28.6% | +28.6% |
| 3Y | +389.9% | +24.0% | +365.9% | +353.1% |
| All | +389.9% | +25.4% | +364.5% | +353.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling