+5.0%
FWONK vs MDY
+12.5%
-7.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.9% | +11.6% | +8.2% |
| 7D | +15.0% | -3.4% | +18.4% | +15.4% |
| 30D | +11.5% | -3.2% | +14.7% | +11.7% |
| 3M | +10.9% | -6.7% | +17.6% | +12.1% |
| 6M | +21.9% | -1.8% | +23.7% | +21.0% |
| YTD | +8.1% | +9.2% | -1.0% | +4.0% |
| 1Y | +5.0% | +11.7% | -6.7% | 0.0% |
| All | +5.0% | +12.5% | -7.4% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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