+26.2%
GEN vs FWONK
+97.7%
-71.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +6.1% | -7.7% | +13.9% | +8.4% |
| 3M | +27.0% | +5.7% | +21.2% | +25.1% |
| 6M | +43.9% | +13.5% | +30.4% | +39.1% |
| YTD | +13.0% | -3.0% | +15.9% | +13.6% |
| 1Y | +4.0% | -6.4% | +10.4% | +5.5% |
| 3Y | +66.2% | +43.8% | +22.4% | +48.8% |
| All | +26.2% | +97.7% | -71.5% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling