-3.6%
ORLY vs FWONK
+7.3%
-10.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.7% | -8.6% | -1.4% |
| 7D | +3.9% | +15.0% | -11.1% | +2.9% |
| 30D | +7.5% | +11.5% | -4.0% | +6.6% |
| 3M | -2.1% | +10.9% | -13.0% | -2.7% |
| 6M | -3.7% | +21.9% | -25.6% | -4.6% |
| YTD | +0.3% | +8.1% | -7.8% | -1.9% |
| 1Y | -3.6% | +5.0% | -8.7% | -2.3% |
| All | -3.6% | +7.3% | -10.9% | -2.3% |
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