+91.5%
HALO vs FWONK
+0.2%
+91.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | +0.9% |
| 7D | +0.2% | +8.9% | -8.6% | -0.7% |
| 30D | +20.3% | +4.1% | +16.2% | +19.8% |
| 3M | +56.6% | +2.6% | +54.0% | +56.8% |
| 6M | +101.9% | +12.2% | +89.7% | +101.8% |
| YTD | +93.7% | +0.4% | +93.2% | +95.2% |
| 1Y | +91.5% | -1.8% | +93.3% | +98.9% |
| All | +91.5% | +0.2% | +91.4% | +98.9% |
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