+4.7%
HWM vs VRSN
+29.6%
-25.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.4% |
| 7D | -1.8% | -0.9% | -0.9% | -1.8% |
| 30D | -2.7% | +2.4% | -5.1% | -2.6% |
| 3M | -22.7% | +6.4% | -29.1% | -22.4% |
| 6M | -18.9% | +8.6% | -27.5% | -17.9% |
| YTD | +7.1% | +29.3% | -22.2% | +10.7% |
| 1Y | +4.7% | +27.2% | -22.5% | +8.5% |
| All | +4.7% | +29.6% | -25.0% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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