+342.1%
HWM vs ONTO
+51.5%
+290.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.5% |
| 7D | +7.3% | +17.5% | -10.2% | +4.1% |
| 30D | +1.6% | -15.7% | +17.2% | +4.0% |
| 3M | -21.9% | -39.7% | +17.9% | -15.8% |
| 6M | -19.0% | -26.5% | +7.4% | -18.0% |
| YTD | +7.9% | +29.0% | -21.0% | -4.1% |
| 1Y | +9.9% | +57.0% | -47.0% | -6.5% |
| 3Y | +342.1% | +50.0% | +292.1% | +272.8% |
| All | +342.1% | +51.5% | +290.6% | +272.8% |
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