-6.4%
FWONK vs WCC
+66.6%
-73.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.6% | +0.1% |
| 7D | +0.1% | +1.5% | -1.4% | +0.1% |
| 30D | -7.7% | -2.1% | -5.6% | -7.7% |
| 3M | +5.7% | +3.8% | +1.9% | +5.7% |
| 6M | +13.5% | +35.0% | -21.5% | +9.6% |
| YTD | -3.0% | +46.4% | -49.3% | -8.0% |
| 1Y | -6.4% | +63.0% | -69.4% | -13.6% |
| All | -6.4% | +66.6% | -73.0% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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