+132.6%
AR vs FWONK
+97.7%
+34.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.0% | -1.9% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | +2.5% | -7.7% | +10.3% | +5.1% |
| 3M | +12.3% | +5.7% | +6.6% | +9.8% |
| 6M | -3.1% | +13.5% | -16.6% | -8.5% |
| YTD | +11.5% | -3.0% | +14.5% | +11.8% |
| 1Y | +17.0% | -6.4% | +23.4% | +18.7% |
| 3Y | +47.3% | +43.8% | +3.5% | +23.2% |
| All | +132.6% | +97.7% | +34.9% | +57.2% |
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