-72.2%
OPEN vs FWONK
+188.4%
-260.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -3.8% |
| 7D | -2.9% | -0.6% | -2.3% | -2.5% |
| 30D | -13.8% | -5.8% | -8.0% | -9.6% |
| 3M | -30.9% | +10.0% | -40.9% | -36.8% |
| 6M | -40.9% | +14.7% | -55.6% | -48.5% |
| YTD | -48.5% | -1.7% | -46.8% | -49.3% |
| 1Y | -50.9% | -4.6% | -46.3% | -49.6% |
| 3Y | -20.6% | +46.7% | -67.3% | -47.4% |
| 5Y | -84.2% | +99.4% | -183.6% | -91.0% |
| All | -72.2% | +188.4% | -260.6% | -85.4% |
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