+29.3%
HWM vs VRTX
+33.8%
-4.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -3.2% | -7.5% | -10.0% |
| 7D | -9.2% | -3.4% | -5.7% | -8.4% |
| 30D | -17.9% | +6.6% | -24.5% | -18.9% |
| 3M | -6.0% | +19.4% | -25.4% | -9.9% |
| 6M | -7.4% | +15.8% | -23.2% | -10.6% |
| YTD | +13.1% | +16.7% | -3.6% | +9.1% |
| 1Y | +29.3% | +33.8% | -4.5% | +26.4% |
| All | +29.3% | +33.8% | -4.5% | +26.4% |
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