+1,264.4%
BE vs FWONK
+97.7%
+1,166.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.6% |
| 7D | +9.0% | +0.1% | +9.0% | +9.0% |
| 30D | +16.3% | -7.7% | +24.0% | +19.6% |
| 3M | +10.8% | +5.7% | +5.1% | +7.0% |
| 6M | +73.2% | +13.5% | +59.7% | +60.5% |
| YTD | +217.4% | -3.0% | +220.3% | +214.9% |
| 1Y | +309.8% | -6.4% | +316.2% | +313.2% |
| 3Y | +1,726.2% | +43.8% | +1,682.3% | +1,267.2% |
| All | +1,264.4% | +97.7% | +1,166.7% | +498.6% |
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 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