+93.7%
BA vs FWONK
+276.6%
-182.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.5% |
| 7D | +1.2% | -6.2% | +7.3% | +4.0% |
| 30D | -11.6% | -0.6% | -11.1% | -11.6% |
| 3M | -2.4% | +11.1% | -13.5% | -7.2% |
| 6M | -6.6% | +11.7% | -18.3% | -11.6% |
| YTD | -2.2% | -3.1% | +0.8% | -1.9% |
| 1Y | -8.0% | -4.2% | -3.8% | -7.7% |
| 3Y | -5.0% | +38.3% | -43.3% | -21.5% |
| 5Y | -2.7% | +92.2% | -94.9% | -32.0% |
| 10Y | +75.9% | +355.4% | -279.5% | -9.7% |
| All | +93.7% | +276.6% | -182.9% | -2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling