-28.6%
BAH vs FWONK
+44.4%
-73.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.4% | +6.2% | +5.0% |
| 7D | +2.4% | -1.5% | +4.0% | +2.6% |
| 30D | -2.9% | -6.8% | +3.8% | -2.2% |
| 3M | -1.3% | +7.7% | -9.0% | -2.1% |
| 6M | -0.9% | +11.0% | -11.9% | -1.9% |
| YTD | -8.2% | -3.1% | -5.1% | -7.8% |
| 1Y | -24.0% | -3.5% | -20.5% | -23.6% |
| All | -28.6% | +44.4% | -73.0% | -33.5% |
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