+265.9%
HWBK price history and return analytics
+368.9%
-103.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | -0.6% | -1.1% | +0.5% | -0.2% |
| 30D | -0.6% | -1.0% | +0.4% | -0.2% |
| 3M | +8.7% | +3.2% | +5.5% | +7.0% |
| 6M | +23.3% | +12.5% | +10.8% | +16.7% |
| YTD | +15.6% | +14.1% | +1.5% | +8.6% |
| 1Y | +25.4% | +18.9% | +6.5% | +15.5% |
| 3Y | +160.7% | +74.1% | +86.7% | +102.6% |
| 5Y | +120.6% | +66.9% | +53.7% | +72.4% |
| 10Y | +293.0% | +228.3% | +64.7% | +142.1% |
| All | +265.9% | +368.9% | -103.0% | +125.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling