+41.5%
NU vs FWONK
+62.1%
-20.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.8% |
| 7D | -4.9% | +0.1% | -5.0% | -5.0% |
| 30D | +7.8% | -7.7% | +15.6% | +12.9% |
| 3M | +20.9% | +5.7% | +15.2% | +16.0% |
| 6M | +0.9% | +13.5% | -12.6% | -7.7% |
| YTD | -12.7% | -3.0% | -9.7% | -12.3% |
| 1Y | -6.4% | -6.4% | 0.0% | -4.2% |
| 3Y | +98.1% | +43.8% | +54.3% | +44.0% |
| All | +41.5% | +62.1% | -20.5% | -15.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling