+62.5%
ALLY vs FWONK
+46.4%
+16.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -1.5% |
| 7D | -1.9% | -0.6% | -1.3% | -1.8% |
| 30D | -4.5% | -5.8% | +1.3% | -3.2% |
| 3M | -2.8% | +10.0% | -12.9% | -5.4% |
| 6M | +10.3% | +14.7% | -4.3% | +6.2% |
| YTD | -5.7% | -1.7% | -4.0% | -5.7% |
| 1Y | +3.9% | -4.6% | +8.6% | +4.7% |
| All | +62.5% | +46.4% | +16.1% | +50.9% |
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 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