+228.1%
AMAT vs FWONK
+43.1%
+184.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.1% |
| 7D | +7.0% | -2.1% | +9.1% | +7.5% |
| 30D | -12.2% | -7.7% | -4.5% | -10.6% |
| 3M | -3.8% | +9.3% | -13.1% | -7.5% |
| 6M | +45.9% | +13.3% | +32.6% | +37.8% |
| YTD | +84.6% | -3.6% | +88.2% | +84.7% |
| 1Y | +193.4% | -6.8% | +200.1% | +196.9% |
| 3Y | +228.1% | +43.9% | +184.2% | +184.3% |
| All | +228.1% | +43.1% | +184.9% | +184.3% |
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