+342.1%
HWM vs WU
-23.0%
+365.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.1% |
| 7D | +7.3% | -2.0% | +9.3% | +7.4% |
| 30D | +1.6% | +11.4% | -9.8% | +1.0% |
| 3M | -21.9% | -6.8% | -15.1% | -21.6% |
| 6M | -19.0% | -14.6% | -4.4% | -18.4% |
| YTD | +7.9% | -20.6% | +28.6% | +9.3% |
| 1Y | +9.9% | -15.4% | +25.3% | +10.4% |
| 3Y | +342.1% | -23.6% | +365.7% | +347.8% |
| All | +342.1% | -23.0% | +365.2% | +347.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling