-6.4%
FWONK vs SUI
-8.0%
+1.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +0.1% | -4.2% | +4.2% | +0.9% |
| 30D | -7.7% | -3.3% | -4.5% | -7.1% |
| 3M | +5.7% | -8.2% | +13.9% | +7.1% |
| 6M | +13.5% | -14.5% | +27.9% | +15.4% |
| YTD | -3.0% | -5.9% | +2.9% | -1.1% |
| 1Y | -6.4% | -9.7% | +3.3% | -4.6% |
| All | -6.4% | -8.0% | +1.6% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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