+179.3%
HBAN vs FWONK
+276.9%
-97.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -5.6% | -7.7% | +2.1% | -2.9% |
| 3M | -1.1% | +5.7% | -6.9% | -3.5% |
| 6M | +9.9% | +13.5% | -3.6% | +4.1% |
| YTD | -0.9% | -3.0% | +2.0% | -0.9% |
| 1Y | -1.4% | -6.4% | +5.0% | -0.2% |
| 3Y | +78.2% | +43.8% | +34.4% | +51.4% |
| 5Y | +37.0% | +98.6% | -61.6% | +0.7% |
| 10Y | +158.9% | +340.0% | -181.1% | +41.6% |
| All | +179.3% | +276.9% | -97.7% | +45.6% |
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 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