+1,547.2%
HWM vs AON
+201.6%
+1,345.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.6% |
| 7D | -12.5% | -5.9% | -6.6% | -9.7% |
| 30D | -19.0% | -13.7% | -5.3% | -12.7% |
| 3M | -8.6% | -8.3% | -0.3% | -5.3% |
| 6M | -10.2% | -3.6% | -6.5% | -10.1% |
| YTD | +11.3% | -12.4% | +23.7% | +16.5% |
| 1Y | +24.3% | -14.6% | +38.9% | +31.5% |
| 3Y | +382.3% | -5.7% | +388.0% | +372.3% |
| 5Y | +640.6% | +9.1% | +631.5% | +542.9% |
| All | +1,547.2% | +201.6% | +1,345.6% | +647.4% |
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