-95.0%
HTZ vs FWONK
+87.8%
-182.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.2% | -8.2% | -8.3% |
| 7D | -14.6% | +15.0% | -29.6% | -20.5% |
| 30D | -20.8% | +11.3% | -32.1% | -25.2% |
| 3M | -18.8% | +6.7% | -25.5% | -21.7% |
| 6M | -74.7% | +19.9% | -94.6% | -77.1% |
| YTD | -68.1% | +7.9% | -76.0% | -69.8% |
| 1Y | -73.5% | +3.0% | -76.5% | -74.3% |
| 3Y | -81.8% | +63.6% | -145.5% | -86.7% |
| All | -95.0% | +87.8% | -182.8% | -96.9% |
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