+80.3%
AEIS vs FWONK
-3.0%
+83.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.8% | +4.9% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | -14.8% | -7.7% | -7.1% | -15.4% |
| 3M | -15.6% | +5.7% | -21.3% | -17.4% |
| 6M | -8.7% | +13.5% | -22.2% | -12.1% |
| YTD | +37.3% | -3.0% | +40.3% | +35.5% |
| 1Y | +80.3% | -6.4% | +86.7% | +83.2% |
| All | +80.3% | -3.0% | +83.3% | +83.2% |
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