+45.0%
EEM vs FWONK
+97.7%
-52.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -1.3% | +0.1% | -1.3% | -1.3% |
| 30D | +2.1% | -7.7% | +9.8% | +3.8% |
| 3M | +1.0% | +5.7% | -4.7% | -0.7% |
| 6M | +15.9% | +13.5% | +2.5% | +11.8% |
| YTD | +24.6% | -3.0% | +27.6% | +24.7% |
| 1Y | +32.3% | -6.4% | +38.7% | +33.3% |
| 3Y | +85.9% | +43.8% | +42.1% | +64.5% |
| All | +45.0% | +97.7% | -52.7% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling