+119.1%
M vs FWONK
+44.6%
+74.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.2% | +7.6% | +7.7% |
| 7D | -4.2% | +0.1% | -4.3% | -4.2% |
| 30D | -7.2% | -7.7% | +0.6% | -6.0% |
| 3M | -11.1% | +5.7% | -16.9% | -12.1% |
| 6M | +28.8% | +13.5% | +15.3% | +25.7% |
| YTD | +2.0% | -3.0% | +5.0% | +2.6% |
| 1Y | +31.3% | -6.4% | +37.7% | +32.9% |
| 3Y | +119.1% | +43.8% | +75.3% | +113.5% |
| All | +119.1% | +44.6% | +74.5% | +113.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling