+45.3%
MO vs FWONK
+0.2%
+45.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.1% | +1.1% |
| 7D | +6.9% | +8.9% | -2.0% | +6.3% |
| 30D | +14.9% | +4.1% | +10.8% | +14.5% |
| 3M | +16.4% | +2.6% | +13.8% | +16.3% |
| 6M | +9.6% | +12.2% | -2.6% | +9.5% |
| YTD | +41.8% | +0.4% | +41.4% | +44.5% |
| 1Y | +45.3% | -1.8% | +47.1% | +49.6% |
| All | +45.3% | +0.2% | +45.2% | +49.6% |
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