+308.1%
HUBS vs FWONK
+340.2%
-32.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -9.0% | +0.1% | -9.1% | -9.1% |
| 30D | +7.2% | -7.7% | +15.0% | +11.8% |
| 3M | +20.9% | +5.7% | +15.1% | +16.9% |
| 6M | -13.0% | +13.5% | -26.5% | -19.4% |
| YTD | -43.8% | -3.0% | -40.9% | -43.8% |
| 1Y | -54.6% | -6.4% | -48.2% | -53.9% |
| 3Y | -58.5% | +43.8% | -102.3% | -67.4% |
| 5Y | -66.4% | +98.6% | -165.0% | -77.5% |
| All | +308.1% | +340.2% | -32.1% | +106.0% |
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 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