-28.0%
ORCL vs FWONK
-4.6%
-23.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +2.7% |
| 7D | +5.3% | -6.2% | +11.4% | +3.7% |
| 30D | +10.0% | -0.6% | +10.5% | +10.1% |
| 3M | -32.6% | +11.1% | -43.7% | -30.6% |
| 6M | +4.9% | +11.7% | -6.8% | +8.7% |
| YTD | -17.8% | -3.1% | -14.7% | -22.6% |
| 1Y | -28.0% | -4.2% | -23.8% | -27.8% |
| All | -28.0% | -4.6% | -23.4% | -27.8% |
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