+54.5%
ADI vs FWONK
-3.0%
+57.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | -1.2% | -7.7% | +6.6% | -0.6% |
| 3M | -7.8% | +5.7% | -13.5% | -8.9% |
| 6M | +19.3% | +13.5% | +5.9% | +16.2% |
| YTD | +40.9% | -3.0% | +43.9% | +39.7% |
| 1Y | +54.5% | -6.4% | +60.9% | +56.9% |
| All | +54.5% | -3.0% | +57.5% | +56.9% |
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 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