+50.1%
HALO vs FWONK
-4.6%
+54.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.3% |
| 7D | +4.6% | -6.2% | +10.8% | +5.3% |
| 30D | +31.8% | -0.6% | +32.4% | +32.4% |
| 3M | +53.9% | +11.1% | +42.8% | +55.2% |
| 6M | +57.4% | +11.7% | +45.6% | +58.0% |
| YTD | +63.7% | -3.1% | +66.8% | +63.8% |
| 1Y | +50.1% | -4.2% | +54.3% | +49.5% |
| All | +50.1% | -4.6% | +54.7% | +49.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling