+93.1%
ALLE vs FWONK
+60.8%
+32.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | +3.6% | +2.5% | +1.0% | +3.1% |
| 30D | +25.9% | +20.0% | +5.9% | +21.4% |
| 3M | +15.8% | +5.2% | +10.6% | +14.7% |
| 6M | +48.1% | +18.7% | +29.4% | +42.7% |
| YTD | +22.0% | +10.7% | +11.3% | +19.2% |
| 1Y | +18.0% | +8.2% | +9.8% | +15.9% |
| 3Y | +93.1% | +64.6% | +28.5% | +77.0% |
| All | +93.1% | +60.8% | +32.3% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling