+60.5%
HAS vs FWONK
+340.2%
-279.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.4% | +1.5% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -2.8% | -7.7% | +4.9% | -0.5% |
| 3M | +10.1% | +5.7% | +4.4% | +8.0% |
| 6M | -1.4% | +13.5% | -14.8% | -5.4% |
| YTD | +14.2% | -3.0% | +17.1% | +14.4% |
| 1Y | +18.2% | -6.4% | +24.6% | +19.5% |
| 3Y | +48.6% | +43.8% | +4.8% | +29.3% |
| 5Y | +14.2% | +98.6% | -84.4% | -11.4% |
| All | +60.5% | +340.2% | -279.7% | +8.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling