-94.3%
HTZ vs FWONK
+92.1%
-186.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.6% | -4.5% | -5.4% |
| 7D | -14.0% | +2.7% | -16.7% | -14.9% |
| 30D | -19.8% | +17.7% | -37.4% | -26.2% |
| 3M | -45.0% | +5.6% | -50.6% | -46.8% |
| 6M | -73.2% | +20.7% | -93.9% | -75.8% |
| YTD | -70.0% | +11.1% | -81.1% | -72.0% |
| 1Y | -75.7% | +7.7% | -83.4% | -76.9% |
| 3Y | -82.1% | +61.3% | -143.3% | -86.8% |
| 5Y | -94.3% | +93.2% | -187.5% | -96.6% |
| All | -94.3% | +92.1% | -186.4% | -96.6% |
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 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