+37.2%
M vs FWONK
+0.2%
+37.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +3.5% | +4.1% | +7.2% |
| 7D | +8.3% | +8.9% | -0.6% | +7.4% |
| 30D | +14.2% | +4.1% | +10.0% | +13.6% |
| 3M | -1.1% | +2.6% | -3.7% | -1.2% |
| 6M | +36.6% | +12.2% | +24.4% | +35.7% |
| YTD | +19.8% | +0.4% | +19.4% | +27.6% |
| 1Y | +37.2% | -1.8% | +39.0% | +54.8% |
| All | +37.2% | +0.2% | +37.0% | +54.8% |
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 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