-24.1%
OPEN vs FWONK
+44.4%
-68.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.4% | -5.3% | -5.9% |
| 7D | -10.5% | -1.5% | -9.0% | -9.8% |
| 30D | -21.8% | -6.8% | -15.0% | -18.6% |
| 3M | -37.5% | +7.7% | -45.2% | -40.6% |
| 6M | -44.1% | +11.0% | -55.1% | -48.3% |
| YTD | -52.0% | -3.1% | -48.9% | -51.6% |
| 1Y | -52.2% | -3.5% | -48.7% | -50.9% |
| All | -24.1% | +44.4% | -68.5% | -38.9% |
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