+937.0%
HWM vs ONTO
+449.2%
+487.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.0% | -6.9% | +1.6% |
| 7D | +1.6% | +1.4% | +0.2% | +0.7% |
| 30D | -3.9% | -34.1% | +30.2% | +7.2% |
| 3M | -23.2% | -37.1% | +13.8% | -14.5% |
| 6M | -20.0% | -31.8% | +11.9% | -16.4% |
| YTD | +5.7% | +22.9% | -17.2% | -10.8% |
| 1Y | +4.9% | +39.5% | -34.6% | -15.5% |
| 3Y | +347.0% | +57.7% | +289.3% | +194.9% |
| 5Y | +563.0% | +115.8% | +447.2% | +246.1% |
| All | +937.0% | +449.2% | +487.8% | +178.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling