+389.9%
HWM vs ONON
-6.6%
+396.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -2.6% | -8.1% | -10.2% |
| 7D | -9.2% | -1.7% | -7.5% | -8.8% |
| 30D | -17.9% | -27.4% | +9.5% | -13.5% |
| 3M | -6.0% | -26.5% | +20.5% | -1.6% |
| 6M | -7.4% | -34.2% | +26.9% | -1.6% |
| YTD | +13.1% | -41.3% | +54.4% | +22.2% |
| 1Y | +29.3% | -39.7% | +69.0% | +38.7% |
| 3Y | +389.9% | -7.8% | +397.8% | +385.9% |
| All | +389.9% | -6.6% | +396.6% | +385.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling