+143.3%
DELL vs FWONK
+0.2%
+143.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.5% | -12.4% | -9.6% |
| 7D | -24.6% | +8.9% | -33.5% | -26.3% |
| 30D | -32.5% | +4.1% | -36.6% | -33.1% |
| 3M | -20.2% | +2.6% | -22.8% | -20.6% |
| 6M | +76.5% | +12.2% | +64.3% | +65.2% |
| YTD | +198.9% | +0.4% | +198.5% | +186.9% |
| 1Y | +143.3% | -1.8% | +145.1% | +141.3% |
| All | +143.3% | +0.2% | +143.2% | +141.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling