-6.5%
HAL vs FWONK
+44.4%
-50.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.4% | -2.6% |
| 7D | -3.3% | -1.5% | -1.7% | -3.0% |
| 30D | +7.2% | -6.8% | +14.0% | +8.3% |
| 3M | -8.8% | +7.7% | -16.5% | -10.3% |
| 6M | +3.0% | +11.0% | -8.0% | +0.2% |
| YTD | +29.4% | -3.1% | +32.5% | +30.2% |
| 1Y | +62.8% | -3.5% | +66.3% | +63.9% |
| All | -6.5% | +44.4% | -50.9% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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