+112.5%
NET vs FWONK
+93.1%
+19.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -0.9% |
| 7D | -7.0% | -6.2% | -0.8% | -2.7% |
| 30D | -4.8% | -0.6% | -4.2% | -4.7% |
| 3M | +3.8% | +11.1% | -7.3% | -4.6% |
| 6M | +50.0% | +11.7% | +38.3% | +35.7% |
| YTD | +41.5% | -3.1% | +44.5% | +41.7% |
| 1Y | +32.8% | -4.2% | +37.0% | +33.2% |
| 3Y | +335.9% | +38.3% | +297.5% | +209.2% |
| All | +112.5% | +93.1% | +19.4% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling