+103.2%
INTC vs FWONK
+97.7%
+5.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.5% | +2.6% |
| 7D | +7.5% | +0.1% | +7.4% | +7.4% |
| 30D | +2.0% | -7.7% | +9.7% | +4.4% |
| 3M | -12.0% | +5.7% | -17.7% | -14.6% |
| 6M | +114.5% | +13.5% | +101.1% | +102.2% |
| YTD | +179.0% | -3.0% | +181.9% | +177.9% |
| 1Y | +318.3% | -6.4% | +324.7% | +322.2% |
| 3Y | +171.2% | +43.8% | +127.4% | +124.1% |
| All | +103.2% | +97.7% | +5.5% | +40.6% |
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