+326.8%
INTU vs FWONK
+276.3%
+50.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | +0.1% |
| 7D | -9.2% | -1.5% | -7.6% | -8.7% |
| 30D | -7.0% | -6.8% | -0.3% | -4.7% |
| 3M | +10.5% | +7.7% | +2.8% | +7.7% |
| 6M | -30.6% | +11.0% | -41.5% | -33.1% |
| YTD | -52.3% | -3.1% | -49.2% | -52.1% |
| 1Y | -51.8% | -3.5% | -48.3% | -51.6% |
| 3Y | -41.8% | +44.6% | -86.4% | -49.9% |
| 5Y | -42.8% | +98.3% | -141.1% | -55.4% |
| 10Y | +209.9% | +339.3% | -129.4% | +87.3% |
| All | +326.8% | +276.3% | +50.5% | +145.4% |
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