+147.2%
HAS vs FWONK
+281.7%
-134.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -2.0% |
| 7D | -4.8% | -0.6% | -4.2% | -4.7% |
| 30D | -5.1% | -5.8% | +0.6% | -3.7% |
| 3M | +6.4% | +10.0% | -3.6% | +3.6% |
| 6M | -5.6% | +14.7% | -20.3% | -9.2% |
| YTD | +11.0% | -1.7% | +12.7% | +10.9% |
| 1Y | +16.8% | -4.6% | +21.4% | +17.4% |
| 3Y | +44.0% | +46.7% | -2.6% | +27.5% |
| 5Y | +11.0% | +99.4% | -88.4% | -10.1% |
| 10Y | +56.0% | +345.6% | -289.6% | +7.6% |
| All | +147.2% | +281.7% | -134.5% | +62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling