+59.6%
JHX vs FWONK
-0.4%
+60.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.5% | +4.8% | +7.3% |
| 7D | +13.3% | +8.9% | +4.4% | +11.0% |
| 30D | +17.1% | +4.1% | +13.0% | +15.9% |
| 3M | +4.1% | +2.6% | +1.5% | +3.6% |
| 6M | +48.5% | +12.2% | +36.3% | +45.5% |
| YTD | +42.3% | +0.4% | +41.8% | +36.2% |
| All | +59.6% | -0.4% | +60.0% | +51.1% |
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