+4.4%
HWM vs ONTO
+46.1%
-41.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -8.7% | +4.4% | -3.1% |
| 7D | +9.4% | -17.4% | +26.8% | +12.1% |
| 30D | -7.0% | -43.2% | +36.2% | -0.5% |
| 3M | -25.9% | -35.7% | +9.9% | -22.4% |
| 6M | -10.8% | -38.3% | +27.5% | -8.3% |
| YTD | +4.3% | +17.1% | -12.8% | -9.7% |
| 1Y | +4.4% | +43.1% | -38.8% | -12.5% |
| All | +4.4% | +46.1% | -41.7% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 1y: compounded portfolio wealth divided by compounded ONTO 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…
1y analysis · Full analysis span regression · 6 months rolling