+358.3%
DELL vs FWONK
-3.0%
+361.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | +0.1% | +8.1% | +8.2% |
| 30D | +17.1% | -7.7% | +24.8% | +19.6% |
| 3M | +45.2% | +5.7% | +39.4% | +39.6% |
| 6M | +286.8% | +13.5% | +273.3% | +257.7% |
| YTD | +354.8% | -3.0% | +357.7% | +338.2% |
| 1Y | +358.3% | -6.4% | +364.7% | +352.2% |
| All | +358.3% | -3.0% | +361.2% | +352.2% |
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 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