+262.0%
AMAT vs FWONK
+98.5%
+163.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.8% | -1.6% |
| 7D | +6.9% | -0.6% | +7.5% | +7.1% |
| 30D | -10.1% | -5.8% | -4.3% | -8.0% |
| 3M | -6.0% | +10.0% | -16.0% | -11.1% |
| 6M | +38.6% | +14.7% | +24.0% | +27.5% |
| YTD | +83.1% | -1.7% | +84.8% | +81.2% |
| 1Y | +188.3% | -4.6% | +193.0% | +188.9% |
| 3Y | +225.3% | +46.7% | +178.7% | +152.4% |
| 5Y | +262.0% | +99.4% | +162.6% | +108.1% |
| All | +262.0% | +98.5% | +163.5% | +108.1% |
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