+18.1%
MCHP vs FWONK
-4.6%
+22.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +1.6% |
| 7D | +1.7% | -6.2% | +7.9% | +2.3% |
| 30D | -4.1% | -0.6% | -3.5% | -3.9% |
| 3M | -22.5% | +11.1% | -33.6% | -24.3% |
| 6M | +7.3% | +11.7% | -4.4% | +4.3% |
| YTD | +18.4% | -3.1% | +21.4% | +16.1% |
| 1Y | +18.1% | -4.2% | +22.3% | +19.5% |
| All | +18.1% | -4.6% | +22.7% | +19.5% |
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 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