+33.9%
ALNY vs FWONK
+97.7%
-63.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -6.5% | +0.1% | -6.6% | -6.6% |
| 30D | +11.0% | -7.7% | +18.8% | +13.8% |
| 3M | -14.1% | +5.7% | -19.8% | -15.6% |
| 6M | -22.4% | +13.5% | -35.9% | -25.7% |
| YTD | -37.5% | -3.0% | -34.5% | -37.2% |
| 1Y | -46.9% | -6.4% | -40.5% | -46.2% |
| 3Y | +22.1% | +43.8% | -21.8% | +4.3% |
| All | +33.9% | +97.7% | -63.8% | -10.4% |
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