+577.9%
HWM vs VRTX
+187.6%
+390.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +7.3% | -1.6% | +8.8% | +7.6% |
| 30D | +1.6% | +8.0% | -6.5% | -0.2% |
| 3M | -21.9% | +4.3% | -26.2% | -22.7% |
| 6M | -19.0% | +18.9% | -37.9% | -22.2% |
| YTD | +7.9% | +18.8% | -10.9% | +3.5% |
| 1Y | +9.9% | +24.0% | -14.0% | +4.5% |
| 3Y | +342.1% | +42.1% | +300.0% | +293.3% |
| All | +577.9% | +187.6% | +390.3% | +406.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling