+238.8%
EQX vs FWONK
+228.2%
+10.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | +7.8% | -7.7% | +15.5% | +9.6% |
| 3M | +21.3% | +5.7% | +15.6% | +20.0% |
| 6M | -22.4% | +13.5% | -35.9% | -24.2% |
| YTD | -11.3% | -3.0% | -8.3% | -11.0% |
| 1Y | +13.5% | -6.4% | +19.9% | +14.6% |
| 3Y | +162.1% | +43.8% | +118.3% | +143.2% |
| 5Y | +84.2% | +98.6% | -14.4% | +65.7% |
| All | +238.8% | +228.2% | +10.6% | +226.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling