-99.3%
FCUV vs FWONK
+44.6%
-143.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.3% |
| 7D | -66.5% | +0.1% | -66.6% | -66.6% |
| 30D | +5.0% | -7.7% | +12.7% | +1.5% |
| 3M | +63.8% | +5.7% | +58.1% | +58.9% |
| 6M | -67.8% | +13.5% | -81.3% | -69.6% |
| YTD | -82.4% | -3.0% | -79.4% | -82.4% |
| 1Y | -94.7% | -6.4% | -88.3% | -94.7% |
| 3Y | -99.3% | +43.8% | -143.1% | -99.4% |
| All | -99.3% | +44.6% | -143.9% | -99.4% |
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