+1,516.2%
HWM vs WU
-35.7%
+1,551.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +0.9% |
| 7D | -1.8% | +11.0% | -12.8% | -6.1% |
| 30D | -2.7% | +13.4% | -16.1% | -7.8% |
| 3M | -22.7% | +2.2% | -25.0% | -24.0% |
| 6M | -18.9% | -18.2% | -0.7% | -14.2% |
| YTD | +7.1% | -18.3% | +25.4% | +12.1% |
| 1Y | +4.7% | -12.2% | +16.8% | +5.7% |
| 3Y | +345.6% | -20.8% | +366.4% | +351.1% |
| 5Y | +588.3% | -42.6% | +630.8% | +705.5% |
| 10Y | +1,516.2% | -35.5% | +1,551.6% | +1,673.1% |
| All | +1,516.2% | -35.7% | +1,551.9% | +1,673.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling