-86.4%
HTZ vs FWONK
+93.1%
-179.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +2.0% |
| 7D | +7.5% | -6.2% | +13.7% | +10.8% |
| 30D | +47.4% | -0.6% | +48.0% | +48.7% |
| 3M | -54.9% | +11.1% | -66.0% | -57.4% |
| 6M | -47.0% | +11.7% | -58.7% | -50.4% |
| YTD | -55.3% | -3.1% | -52.2% | -55.1% |
| 1Y | -57.6% | -4.2% | -53.5% | -57.4% |
| 3Y | -86.6% | +38.3% | -125.0% | -89.4% |
| All | -86.4% | +93.1% | -179.5% | -92.0% |
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