+32.9%
F vs FWONK
+46.4%
-13.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.9% | -5.9% | -4.3% |
| 7D | -4.9% | -0.6% | -4.3% | -4.8% |
| 30D | -2.9% | -5.8% | +2.9% | -1.9% |
| 3M | -9.1% | +10.0% | -19.1% | -10.6% |
| 6M | +12.9% | +14.7% | -1.7% | +10.3% |
| YTD | +6.1% | -1.7% | +7.8% | +6.0% |
| 1Y | +22.5% | -4.6% | +27.1% | +23.1% |
| All | +32.9% | +46.4% | -13.5% | +22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling