+112.7%
ALL vs FWONK
+97.4%
+15.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.4% |
| 7D | -4.3% | -1.5% | -2.8% | -4.0% |
| 30D | -3.6% | -6.8% | +3.2% | -2.3% |
| 3M | +13.2% | +7.7% | +5.5% | +11.7% |
| 6M | +22.5% | +11.0% | +11.5% | +20.0% |
| YTD | +22.7% | -3.1% | +25.8% | +23.1% |
| 1Y | +28.3% | -3.5% | +31.8% | +28.7% |
| 3Y | +152.0% | +44.6% | +107.4% | +134.1% |
| All | +112.7% | +97.4% | +15.3% | +85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling