+26.3%
GILD vs FWONK
-6.8%
+33.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | +5.8% | -8.2% | +14.0% | +6.9% |
| 3M | +17.3% | +7.3% | +10.1% | +16.2% |
| 6M | +1.6% | +14.0% | -12.4% | -0.6% |
| YTD | +20.8% | -3.2% | +23.9% | +17.9% |
| All | +26.3% | -6.8% | +33.1% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling