-6.4%
FWONK vs BUD
+34.7%
-41.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | +0.1% |
| 7D | +0.1% | -2.6% | +2.7% | +0.1% |
| 30D | -7.7% | -1.2% | -6.5% | -7.7% |
| 3M | +5.7% | -4.9% | +10.6% | +5.6% |
| 6M | +13.5% | +9.3% | +4.2% | +11.2% |
| YTD | -3.0% | +24.0% | -26.9% | -3.7% |
| 1Y | -6.4% | +34.5% | -41.0% | -4.9% |
| All | -6.4% | +34.7% | -41.1% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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