+37.0%
HPQ vs FWONK
+44.6%
-7.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +8.4% |
| 7D | +9.8% | +0.1% | +9.7% | +9.8% |
| 30D | +22.4% | -7.7% | +30.1% | +24.2% |
| 3M | +45.2% | +5.7% | +39.4% | +43.5% |
| 6M | +96.4% | +13.5% | +83.0% | +91.3% |
| YTD | +65.4% | -3.0% | +68.4% | +66.5% |
| 1Y | +31.6% | -6.4% | +38.0% | +33.6% |
| 3Y | +37.0% | +43.8% | -6.8% | +27.5% |
| All | +37.0% | +44.6% | -7.6% | +27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling