+141.8%
HSY vs FWONK
+276.3%
-134.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.7% | +1.4% |
| 7D | -0.4% | -1.5% | +1.1% | -0.2% |
| 30D | -3.4% | -6.8% | +3.3% | -2.5% |
| 3M | -0.5% | +7.7% | -8.2% | -1.6% |
| 6M | -19.1% | +11.0% | -30.1% | -20.4% |
| YTD | -2.1% | -3.1% | +1.1% | -1.9% |
| 1Y | -3.2% | -3.5% | +0.2% | -3.1% |
| 3Y | -8.8% | +44.6% | -53.4% | -14.8% |
| 5Y | +13.0% | +98.3% | -85.3% | -0.9% |
| 10Y | +130.9% | +339.3% | -208.4% | +74.1% |
| All | +141.8% | +276.3% | -134.6% | +79.6% |
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