-9.4%
HUBB vs FWONK
+7.3%
-16.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +7.7% | -12.1% | -3.6% |
| 7D | -4.4% | +15.0% | -19.5% | -3.2% |
| 30D | -13.7% | +11.5% | -25.2% | -12.8% |
| 3M | -18.2% | +10.9% | -29.1% | -17.3% |
| 6M | -17.0% | +21.9% | -38.9% | -16.0% |
| YTD | -4.9% | +8.1% | -13.0% | -1.9% |
| 1Y | -9.4% | +5.0% | -14.5% | -4.0% |
| All | -9.4% | +7.3% | -16.7% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling