+433.9%
BTSG vs FWONK
+40.2%
+393.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -1.6% | -7.7% | +6.1% | +1.4% |
| 3M | -6.9% | +5.7% | -12.6% | -9.0% |
| 6M | +42.1% | +13.5% | +28.6% | +34.8% |
| YTD | +56.8% | -3.0% | +59.8% | +57.6% |
| 1Y | +109.8% | -6.4% | +116.2% | +113.6% |
| All | +433.9% | +40.2% | +393.7% | +412.7% |
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