+49.0%
ADI vs FWONK
-4.6%
+53.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.7% |
| 7D | +0.4% | -6.2% | +6.6% | +0.9% |
| 30D | -3.8% | -0.6% | -3.2% | -3.7% |
| 3M | -15.3% | +11.1% | -26.3% | -17.0% |
| 6M | +6.7% | +11.7% | -5.0% | +4.1% |
| YTD | +34.8% | -3.1% | +37.8% | +33.7% |
| 1Y | +49.0% | -4.2% | +53.2% | +49.6% |
| All | +49.0% | -4.6% | +53.6% | +49.6% |
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 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