+1,474.6%
HWM vs AON
+233.0%
+1,241.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.8% |
| 7D | +7.3% | +1.0% | +6.2% | +6.7% |
| 30D | +1.6% | +23.2% | -21.6% | -9.2% |
| 3M | -21.9% | -5.0% | -16.9% | -20.3% |
| 6M | -19.0% | +9.3% | -28.4% | -24.1% |
| YTD | +7.9% | -3.4% | +11.4% | +6.7% |
| 1Y | +9.9% | -2.9% | +12.8% | +8.3% |
| 3Y | +342.1% | +3.6% | +338.5% | +309.9% |
| 5Y | +600.8% | +16.9% | +583.9% | +489.2% |
| All | +1,474.6% | +233.0% | +1,241.6% | +543.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling