+20.7%
USHY vs FWONK
+97.7%
-77.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -0.7% | -7.7% | +7.1% | +0.1% |
| 3M | +0.1% | +5.7% | -5.7% | -0.6% |
| 6M | +1.8% | +13.5% | -11.7% | +0.3% |
| YTD | +1.8% | -3.0% | +4.7% | +1.9% |
| 1Y | +3.3% | -6.4% | +9.7% | +3.7% |
| 3Y | +27.0% | +43.8% | -16.9% | +20.1% |
| All | +20.7% | +97.7% | -77.0% | +8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling