+225.5%
GWW vs FWONK
+97.7%
+127.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | -1.9% | -7.7% | +5.8% | -0.2% |
| 3M | -2.4% | +5.7% | -8.1% | -3.8% |
| 6M | +15.7% | +13.5% | +2.3% | +12.1% |
| YTD | +27.6% | -3.0% | +30.6% | +27.8% |
| 1Y | +27.2% | -6.4% | +33.6% | +28.3% |
| 3Y | +89.7% | +43.8% | +45.8% | +71.3% |
| All | +225.5% | +97.7% | +127.8% | +171.1% |
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 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