+24.5%
BX vs FWONK
+44.6%
-20.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | -5.6% | +0.1% | -5.7% | -5.7% |
| 30D | -12.2% | -7.7% | -4.5% | -9.8% |
| 3M | +7.4% | +5.7% | +1.7% | +5.2% |
| 6M | +22.2% | +13.5% | +8.7% | +16.2% |
| YTD | -14.0% | -3.0% | -11.0% | -13.3% |
| 1Y | -27.3% | -6.4% | -20.9% | -25.7% |
| 3Y | +24.5% | +43.8% | -19.3% | +10.2% |
| All | +24.5% | +44.6% | -20.1% | +10.2% |
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 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