+40.3%
BP vs FWONK
+44.6%
-4.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +8.7% | -7.7% | +16.4% | +9.1% |
| 3M | +9.3% | +5.7% | +3.6% | +8.9% |
| 6M | +13.6% | +13.5% | +0.1% | +12.2% |
| YTD | +37.7% | -3.0% | +40.6% | +38.4% |
| 1Y | +40.6% | -6.4% | +47.0% | +42.0% |
| 3Y | +40.3% | +43.8% | -3.5% | +37.0% |
| All | +40.3% | +44.6% | -4.3% | +37.0% |
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