+390.3%
HWM vs UUUU
+96.1%
+294.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.5% |
| 7D | -8.0% | +1.8% | -9.9% | -8.2% |
| 30D | -18.0% | +1.8% | -19.8% | -18.3% |
| 3M | -9.5% | +1.3% | -10.8% | -10.1% |
| 6M | -8.4% | -26.8% | +18.4% | -6.9% |
| YTD | +13.6% | +0.1% | +13.6% | +11.2% |
| 1Y | +30.2% | +11.2% | +19.0% | +23.5% |
| All | +390.3% | +96.1% | +294.2% | +304.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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