+100.0%
DAL vs FWONK
+43.1%
+56.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.3% |
| 7D | +3.4% | -2.1% | +5.4% | +4.1% |
| 30D | -13.6% | -7.7% | -5.9% | -11.2% |
| 3M | +1.2% | +9.3% | -8.1% | -2.5% |
| 6M | +34.5% | +13.3% | +21.1% | +27.7% |
| YTD | +14.7% | -3.6% | +18.3% | +15.5% |
| 1Y | +29.2% | -6.8% | +36.0% | +31.7% |
| 3Y | +100.0% | +43.9% | +56.1% | +83.8% |
| All | +100.0% | +43.1% | +56.8% | +83.8% |
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