+36.4%
FTV vs FWONK
+0.2%
+36.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.5% | -1.2% | +1.8% |
| 7D | +6.6% | +8.9% | -2.3% | +5.3% |
| 30D | +19.1% | +4.1% | +15.0% | +18.2% |
| 3M | +13.1% | +2.6% | +10.5% | +12.6% |
| 6M | +14.0% | +12.2% | +1.8% | +12.3% |
| YTD | +24.2% | +0.4% | +23.8% | +22.3% |
| 1Y | +36.4% | -1.8% | +38.2% | +37.7% |
| All | +36.4% | +0.2% | +36.2% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling