+31.7%
HBM vs FWONK
+7.3%
+24.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +7.7% | -15.1% | -8.5% |
| 7D | -11.9% | +15.0% | -26.9% | -14.3% |
| 30D | -23.6% | +11.5% | -35.1% | -25.1% |
| 3M | -20.5% | +10.9% | -31.4% | -21.8% |
| 6M | -7.9% | +21.9% | -29.7% | -13.4% |
| YTD | +3.8% | +8.1% | -4.4% | +5.0% |
| 1Y | +31.7% | +5.0% | +26.7% | +40.9% |
| All | +31.7% | +7.3% | +24.4% | +40.9% |
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