+442.4%
HWM vs VRSN
+44.7%
+397.6%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.4% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -11.0% | -0.2% | -10.8% | -11.0% |
| 3M | +4.0% | -0.3% | +4.3% | +4.2% |
| 6M | -0.2% | +23.0% | -23.2% | -4.6% |
| YTD | +26.7% | +21.3% | +5.3% | +21.1% |
| 1Y | +44.7% | +6.7% | +38.0% | +43.7% |
| All | +442.4% | +44.7% | +397.6% | +392.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling