+32.7%
IRM vs FWONK
-4.6%
+37.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.7% |
| 7D | -0.5% | -6.2% | +5.7% | -0.4% |
| 30D | -8.1% | -0.6% | -7.5% | -8.2% |
| 3M | -9.7% | +11.1% | -20.8% | -11.1% |
| 6M | +10.0% | +11.7% | -1.7% | +7.7% |
| YTD | +43.0% | -3.1% | +46.1% | +42.8% |
| 1Y | +32.7% | -4.2% | +36.9% | +34.4% |
| All | +32.7% | -4.6% | +37.3% | +34.4% |
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 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