+8.2%
NOW vs FWONK
+46.4%
-38.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.3% | -2.9% |
| 7D | -4.1% | -0.6% | -3.5% | -3.9% |
| 30D | +2.9% | -5.8% | +8.7% | +4.9% |
| 3M | +22.6% | +10.0% | +12.5% | +19.3% |
| 6M | +7.5% | +14.7% | -7.1% | +3.1% |
| YTD | -14.4% | -1.7% | -12.7% | -14.0% |
| 1Y | -29.8% | -4.6% | -25.2% | -28.9% |
| All | +8.2% | +46.4% | -38.3% | -1.5% |
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