+20.7%
IBB vs FWONK
+97.7%
-77.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -4.2% | +0.1% | -4.3% | -4.3% |
| 30D | +1.1% | -7.7% | +8.8% | +3.2% |
| 3M | +19.0% | +5.7% | +13.3% | +17.1% |
| 6M | +18.9% | +13.5% | +5.4% | +14.5% |
| YTD | +20.3% | -3.0% | +23.3% | +20.6% |
| 1Y | +41.5% | -6.4% | +47.9% | +43.0% |
| 3Y | +60.3% | +43.8% | +16.4% | +40.7% |
| All | +20.7% | +97.7% | -77.0% | -5.2% |
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 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