+87.4%
AEIS vs FWONK
-4.6%
+91.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.9% | +2.3% |
| 7D | +3.0% | -6.2% | +9.2% | +2.4% |
| 30D | -14.6% | -0.6% | -14.1% | -15.0% |
| 3M | -12.4% | +11.1% | -23.5% | -15.2% |
| 6M | -15.0% | +11.7% | -26.7% | -18.0% |
| YTD | +34.3% | -3.1% | +37.3% | +32.5% |
| 1Y | +87.4% | -4.2% | +91.6% | +88.4% |
| All | +87.4% | -4.6% | +91.9% | +88.4% |
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