+30.6%
HUM vs FWONK
-4.6%
+35.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.9% |
| 7D | +4.2% | -6.2% | +10.3% | +5.5% |
| 30D | +10.4% | -0.6% | +10.9% | +10.5% |
| 3M | +15.1% | +11.1% | +4.0% | +13.3% |
| 6M | +120.9% | +11.7% | +109.2% | +115.5% |
| YTD | +57.9% | -3.1% | +61.0% | +57.9% |
| 1Y | +30.6% | -4.2% | +34.7% | +31.2% |
| All | +30.6% | -4.6% | +35.1% | +31.2% |
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