-21.8%
IDXX vs FWONK
-3.0%
-18.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -5.7% | +0.1% | -5.8% | -5.7% |
| 30D | -11.5% | -7.7% | -3.8% | -10.3% |
| 3M | -9.5% | +5.7% | -15.3% | -10.4% |
| 6M | -16.0% | +13.5% | -29.4% | -17.6% |
| YTD | -25.4% | -3.0% | -22.4% | -25.9% |
| 1Y | -21.8% | -6.4% | -15.4% | -20.9% |
| All | -21.8% | -3.0% | -18.8% | -20.9% |
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