+32.4%
NVDA vs HWM
+29.8%
+2.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -10.7% | +8.7% | +1.5% |
| 7D | +3.8% | -9.2% | +13.0% | +6.9% |
| 30D | +0.8% | -17.9% | +18.7% | +7.5% |
| 3M | +8.2% | -6.0% | +14.2% | +9.1% |
| 6M | +27.1% | -7.4% | +34.4% | +28.1% |
| YTD | +21.2% | +13.1% | +8.1% | +10.1% |
| All | +32.4% | +29.8% | +2.6% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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