+98.3%
FWONK vs GPC
+29.3%
+68.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.3% |
| 7D | -1.5% | -1.8% | +0.2% | -1.2% |
| 30D | -6.8% | +0.1% | -6.9% | -6.8% |
| 3M | +7.7% | +37.4% | -29.7% | +1.5% |
| 6M | +11.0% | +25.4% | -14.5% | +6.1% |
| YTD | -3.1% | +12.2% | -15.3% | -6.3% |
| 1Y | -3.5% | -0.3% | -3.1% | -4.3% |
| 3Y | +44.6% | -1.6% | +46.2% | +40.7% |
| 5Y | +98.3% | +31.0% | +67.3% | +70.4% |
| All | +98.3% | +29.3% | +68.9% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 5y: compounded portfolio wealth divided by compounded GPC 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…
5y analysis · Full analysis span regression · 6 months rolling