-40.4%
ACN vs FWONK
+44.6%
-85.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.3% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +2.1% | -7.7% | +9.8% | +4.3% |
| 3M | +11.1% | +5.7% | +5.4% | +9.8% |
| 6M | -6.8% | +13.5% | -20.3% | -9.5% |
| YTD | -30.0% | -3.0% | -27.1% | -29.5% |
| 1Y | -23.1% | -6.4% | -16.7% | -21.8% |
| 3Y | -40.4% | +43.8% | -84.2% | -45.6% |
| All | -40.4% | +44.6% | -85.0% | -45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling