+627.7%
HWM vs ONON
-22.6%
+650.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.3% | +0.4% |
| 7D | -11.4% | -2.1% | -9.4% | -11.1% |
| 30D | -18.5% | -11.6% | -6.9% | -16.7% |
| 3M | -13.2% | -30.1% | +16.9% | -8.4% |
| 6M | -8.7% | -30.5% | +21.8% | -3.9% |
| YTD | +12.2% | -41.0% | +53.2% | +21.0% |
| 1Y | +24.9% | -36.7% | +61.6% | +32.4% |
| 3Y | +383.9% | -8.6% | +392.5% | +371.6% |
| All | +627.7% | -22.6% | +650.3% | +565.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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