+437.9%
HUBB vs FWONK
+340.2%
+97.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -10.0% | -7.7% | -2.2% | -7.8% |
| 3M | -1.6% | +5.7% | -7.3% | -3.8% |
| 6M | -3.1% | +13.5% | -16.5% | -7.8% |
| YTD | +4.6% | -3.0% | +7.5% | +4.4% |
| 1Y | +3.3% | -6.4% | +9.8% | +4.2% |
| 3Y | +46.6% | +43.8% | +2.7% | +26.6% |
| 5Y | +158.7% | +98.6% | +60.1% | +94.9% |
| All | +437.9% | +340.2% | +97.7% | +229.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling