+65.2%
ALLY vs FWONK
+60.8%
+4.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +0.4% | +2.5% | -2.2% | -0.3% |
| 30D | +5.2% | +20.0% | -14.7% | +0.4% |
| 3M | -13.3% | +5.2% | -18.5% | -14.5% |
| 6M | -6.7% | +18.7% | -25.4% | -11.2% |
| YTD | -12.8% | +10.7% | -23.5% | -15.4% |
| 1Y | +0.7% | +8.2% | -7.6% | -1.6% |
| 3Y | +65.2% | +64.6% | +0.6% | +44.8% |
| All | +65.2% | +60.8% | +4.5% | +44.8% |
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