+608.0%
HWM vs ONON
-11.9%
+620.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.3% | +0.4% |
| 7D | +11.1% | -11.9% | +23.0% | +13.6% |
| 30D | +3.0% | -6.8% | +9.8% | +4.1% |
| 3M | -20.7% | +6.6% | -27.4% | -21.8% |
| 6M | -17.2% | -2.2% | -14.9% | -17.8% |
| YTD | +9.1% | -28.9% | +37.9% | +13.9% |
| 1Y | +9.0% | -20.3% | +29.4% | +11.4% |
| 3Y | +353.8% | +22.9% | +330.9% | +318.5% |
| 5Y | +608.0% | -11.1% | +619.1% | +508.9% |
| All | +608.0% | -11.9% | +620.0% | +508.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling