+51.9%
DOW vs FWONK
+0.2%
+51.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.5% | -6.8% | -2.6% |
| 7D | -4.2% | +8.9% | -13.1% | -2.8% |
| 30D | +14.7% | +4.1% | +10.6% | +15.6% |
| 3M | +9.1% | +2.6% | +6.5% | +9.7% |
| 6M | -17.7% | +12.2% | -29.9% | -15.2% |
| YTD | +44.6% | +0.4% | +44.2% | +49.8% |
| 1Y | +51.9% | -1.8% | +53.7% | +64.2% |
| All | +51.9% | +0.2% | +51.7% | +64.2% |
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