+481.1%
BNY vs FWONK
+276.9%
+204.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -0.2% | -7.7% | +7.6% | +2.1% |
| 3M | +14.9% | +5.7% | +9.2% | +12.7% |
| 6M | +40.0% | +13.5% | +26.5% | +34.0% |
| YTD | +42.0% | -3.0% | +44.9% | +41.9% |
| 1Y | +56.9% | -6.4% | +63.3% | +58.2% |
| 3Y | +289.9% | +43.8% | +246.0% | +240.5% |
| 5Y | +259.2% | +98.6% | +160.6% | +180.1% |
| 10Y | +413.3% | +340.0% | +73.3% | +203.5% |
| All | +481.1% | +276.9% | +204.2% | +228.2% |
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