+326.1%
HWM vs ONTO
+45.4%
+280.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.1% | -8.6% | +0.5% |
| 7D | +3.4% | -14.0% | +17.4% | +5.9% |
| 30D | -7.5% | -43.1% | +35.5% | +1.5% |
| 3M | -28.9% | -35.5% | +6.6% | -24.5% |
| 6M | -19.6% | -41.1% | +21.5% | -15.1% |
| YTD | +0.6% | +9.8% | -9.2% | -7.8% |
| 1Y | +0.3% | +31.5% | -31.2% | -11.7% |
| 3Y | +326.1% | +45.2% | +281.0% | +264.8% |
| All | +326.1% | +45.4% | +280.8% | +264.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling