+260.8%
GE vs FWONK
+44.6%
+216.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -4.0% | +0.1% | -4.1% | -4.0% |
| 30D | -11.4% | -7.7% | -3.7% | -9.5% |
| 3M | -2.6% | +5.7% | -8.3% | -4.7% |
| 6M | -0.3% | +13.5% | -13.8% | -4.7% |
| YTD | +5.4% | -3.0% | +8.3% | +5.5% |
| 1Y | +15.5% | -6.4% | +21.9% | +16.8% |
| 3Y | +260.8% | +43.8% | +216.9% | +222.0% |
| All | +260.8% | +44.6% | +216.2% | +222.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 3y: compounded portfolio wealth divided by compounded FWONK 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…
3y analysis · Full analysis span regression · 6 months rolling