+44.7%
HWM vs AON
-13.5%
+58.2%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.5% |
| 7D | -2.1% | -9.1% | +7.0% | -2.2% |
| 30D | -11.0% | -10.2% | -0.7% | -11.1% |
| 3M | +4.0% | +0.5% | +3.5% | +5.0% |
| 6M | -0.2% | -4.8% | +4.6% | +0.6% |
| YTD | +26.7% | -8.0% | +34.6% | +27.5% |
| 1Y | +44.7% | -13.1% | +57.8% | +43.1% |
| All | +44.7% | -13.5% | +58.2% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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