+69.2%
HST vs FWONK
+97.7%
-28.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -2.5% | -7.7% | +5.3% | +0.2% |
| 3M | -5.1% | +5.7% | -10.8% | -7.3% |
| 6M | +21.6% | +13.5% | +8.2% | +15.6% |
| YTD | +31.6% | -3.0% | +34.6% | +32.0% |
| 1Y | +36.1% | -6.4% | +42.6% | +38.1% |
| 3Y | +66.5% | +43.8% | +22.6% | +39.6% |
| All | +69.2% | +97.7% | -28.5% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling