+389.9%
HWM vs XEL
+50.2%
+339.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +1.5% | -12.2% | -10.9% |
| 7D | -9.2% | +1.3% | -10.5% | -9.4% |
| 30D | -17.9% | -1.5% | -16.3% | -17.7% |
| 3M | -6.0% | -0.2% | -5.8% | -6.1% |
| 6M | -7.4% | -5.4% | -1.9% | -6.6% |
| YTD | +13.1% | +5.6% | +7.5% | +12.1% |
| 1Y | +29.3% | +10.5% | +18.9% | +27.5% |
| 3Y | +389.9% | +49.2% | +340.7% | +379.4% |
| All | +389.9% | +50.2% | +339.8% | +379.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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