+3.3%
HWM vs VRTX
+33.6%
-30.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +5.0% |
| 7D | +1.6% | -0.4% | +2.0% | +1.7% |
| 30D | -3.9% | +8.0% | -11.9% | -5.7% |
| 3M | -23.2% | +11.0% | -34.3% | -25.0% |
| 6M | -20.0% | +28.2% | -48.1% | -24.9% |
| YTD | +5.7% | +21.5% | -15.8% | +0.4% |
| All | +3.3% | +33.6% | -30.3% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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