+132.3%
HON vs FWONK
+340.2%
-207.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.5% | +0.1% | -3.6% | -3.5% |
| 30D | -13.8% | -7.7% | -6.0% | -11.8% |
| 3M | -11.7% | +5.7% | -17.4% | -13.4% |
| 6M | -18.7% | +13.5% | -32.2% | -22.1% |
| YTD | +0.2% | -3.0% | +3.2% | +0.3% |
| 1Y | -3.1% | -6.4% | +3.4% | -2.1% |
| 3Y | +17.0% | +43.8% | -26.9% | +1.9% |
| 5Y | +2.0% | +98.6% | -96.5% | -21.6% |
| All | +132.3% | +340.2% | -207.9% | +53.5% |
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