-49.5%
ORCL vs FWONK
+0.2%
-49.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.5% | -1.9% |
| 7D | -14.4% | +8.9% | -23.3% | -14.3% |
| 30D | -12.8% | +4.1% | -17.0% | -13.0% |
| 3M | -14.8% | +2.6% | -17.4% | -14.8% |
| 6M | -30.9% | +12.2% | -43.1% | -30.6% |
| YTD | -35.7% | +0.4% | -36.1% | -36.4% |
| 1Y | -49.5% | -1.8% | -47.7% | -48.2% |
| All | -49.5% | +0.2% | -49.6% | -48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling