+120.1%
INFY vs FWONK
+276.9%
-156.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -9.9% | -7.7% | -2.1% | -8.0% |
| 3M | -4.6% | +5.7% | -10.3% | -6.0% |
| 6M | -18.5% | +13.5% | -31.9% | -21.2% |
| YTD | -36.5% | -3.0% | -33.6% | -36.4% |
| 1Y | -32.8% | -6.4% | -26.3% | -32.0% |
| 3Y | -32.2% | +43.8% | -76.0% | -39.4% |
| 5Y | -44.7% | +98.6% | -143.2% | -55.3% |
| 10Y | +82.3% | +340.0% | -257.7% | +15.6% |
| All | +120.1% | +276.9% | -156.9% | +40.8% |
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