+56.5%
BA vs FWONK
+330.0%
-273.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | -1.1% | +2.5% | -3.6% | -2.2% |
| 30D | -7.1% | +20.0% | -27.1% | -14.5% |
| 3M | -25.5% | +5.2% | -30.7% | -27.6% |
| 6M | -28.7% | +18.7% | -47.4% | -34.5% |
| YTD | -21.0% | +10.7% | -31.7% | -25.6% |
| 1Y | -11.9% | +8.2% | -20.1% | -16.2% |
| 3Y | -16.2% | +64.6% | -80.7% | -35.7% |
| 5Y | -22.4% | +92.5% | -114.9% | -45.9% |
| 10Y | +24.5% | +285.3% | -260.8% | -36.4% |
| All | +56.5% | +330.0% | -273.5% | -26.1% |
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 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