+29.3%
HWM vs ONTO
+167.3%
-138.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +4.9% | -15.6% | -11.3% |
| 7D | -9.2% | +9.7% | -18.8% | -10.4% |
| 30D | -17.9% | -8.8% | -9.0% | -17.2% |
| 3M | -6.0% | +4.5% | -10.6% | -9.6% |
| 6M | -7.4% | +56.4% | -63.8% | -20.4% |
| YTD | +13.1% | +78.1% | -65.0% | -6.1% |
| 1Y | +29.3% | +171.3% | -142.0% | -2.3% |
| All | +29.3% | +167.3% | -138.0% | -2.3% |
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