+52.3%
BEN vs FWONK
+44.6%
+7.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +0.2% | -7.7% | +7.9% | +2.0% |
| 3M | +6.8% | +5.7% | +1.1% | +5.0% |
| 6M | +38.1% | +13.5% | +24.6% | +33.0% |
| YTD | +44.3% | -3.0% | +47.3% | +44.8% |
| 1Y | +42.6% | -6.4% | +49.0% | +44.5% |
| 3Y | +52.3% | +43.8% | +8.5% | +40.0% |
| All | +52.3% | +44.6% | +7.7% | +40.0% |
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