+386.9%
HUBB vs FWONK
+276.9%
+109.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.9% |
| 3M | -1.6% | +5.7% | -7.3% | -3.7% |
| 6M | -3.1% | +13.5% | -16.5% | -7.5% |
| YTD | +4.6% | -3.0% | +7.5% | +4.4% |
| 1Y | +3.3% | -6.4% | +9.8% | +4.1% |
| 3Y | +46.6% | +43.8% | +2.7% | +27.8% |
| 5Y | +158.7% | +98.6% | +60.1% | +99.3% |
| 10Y | +443.5% | +340.0% | +103.5% | +218.7% |
| All | +386.9% | +276.9% | +109.9% | +171.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling