+25.0%
ORCL vs FWONK
+44.4%
-19.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.4% | -4.0% | -5.2% |
| 7D | -0.7% | -1.5% | +0.8% | -0.5% |
| 30D | +5.1% | -6.8% | +11.9% | +6.3% |
| 3M | -23.7% | +7.7% | -31.5% | -25.0% |
| 6M | +3.1% | +11.0% | -7.9% | +0.8% |
| YTD | -20.8% | -3.1% | -17.7% | -20.4% |
| 1Y | -52.9% | -3.5% | -49.4% | -52.7% |
| All | +25.0% | +44.4% | -19.3% | +11.8% |
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 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