-3.6%
GLDM vs FWONK
+8.9%
-12.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.5% |
| 7D | -2.0% | +12.4% | -14.3% | -3.6% |
| 30D | -4.4% | +18.5% | -22.9% | -6.8% |
| 3M | -8.8% | +8.6% | -17.4% | -10.0% |
| 6M | -15.9% | +19.8% | -35.7% | -17.8% |
| YTD | -7.7% | +12.9% | -20.5% | -9.3% |
| 1Y | -3.6% | +9.0% | -12.6% | -4.2% |
| All | -3.6% | +8.9% | -12.5% | -4.2% |
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