+187.5%
NVT vs FWONK
+44.6%
+142.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | -5.1% | -7.7% | +2.6% | -3.2% |
| 3M | -1.2% | +5.7% | -6.9% | -3.7% |
| 6M | +46.6% | +13.5% | +33.1% | +38.8% |
| YTD | +60.0% | -3.0% | +63.0% | +59.9% |
| 1Y | +70.8% | -6.4% | +77.2% | +72.7% |
| 3Y | +187.5% | +43.8% | +143.7% | +152.3% |
| All | +187.5% | +44.6% | +142.9% | +152.3% |
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 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