+562.7%
GRMN vs FWONK
+276.9%
+285.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.7% | +3.8% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | -8.8% | -7.7% | -1.1% | -6.8% |
| 3M | +19.0% | +5.7% | +13.3% | +17.1% |
| 6M | +20.7% | +13.5% | +7.3% | +16.2% |
| YTD | +40.5% | -3.0% | +43.5% | +40.9% |
| 1Y | +19.1% | -6.4% | +25.5% | +20.4% |
| 3Y | +182.7% | +43.8% | +138.9% | +151.4% |
| 5Y | +82.3% | +98.6% | -16.3% | +46.7% |
| 10Y | +672.8% | +340.0% | +332.8% | +392.7% |
| All | +562.7% | +276.9% | +285.8% | +314.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling