-49.8%
FND vs FWONK
+44.6%
-94.4%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -5.8% | +0.1% | -5.8% | -5.8% |
| 30D | -20.2% | -7.7% | -12.5% | -18.3% |
| 3M | -12.0% | +5.7% | -17.7% | -13.3% |
| 6M | -18.5% | +13.5% | -32.0% | -21.1% |
| YTD | -22.3% | -3.0% | -19.3% | -22.1% |
| 1Y | -47.6% | -6.4% | -41.2% | -47.1% |
| 3Y | -49.8% | +43.8% | -93.6% | -54.6% |
| All | -49.8% | +44.6% | -94.4% | -54.6% |
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