+193.5%
NRG vs FWONK
+97.7%
+95.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | -6.0% | -7.7% | +1.8% | -4.2% |
| 3M | -8.0% | +5.7% | -13.7% | -9.6% |
| 6M | -23.2% | +13.5% | -36.6% | -26.1% |
| YTD | -28.1% | -3.0% | -25.1% | -28.0% |
| 1Y | -27.3% | -6.4% | -20.9% | -26.7% |
| 3Y | +208.7% | +43.8% | +164.8% | +173.6% |
| All | +193.5% | +97.7% | +95.8% | +138.3% |
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