+398.8%
OSCR vs FWONK
+44.6%
+354.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +10.7% | -7.7% | +18.4% | +14.1% |
| 3M | +13.4% | +5.7% | +7.6% | +11.0% |
| 6M | +144.6% | +13.5% | +131.1% | +133.1% |
| YTD | +128.0% | -3.0% | +131.0% | +129.8% |
| 1Y | +68.7% | -6.4% | +75.1% | +72.5% |
| 3Y | +398.8% | +43.8% | +355.0% | +331.6% |
| All | +398.8% | +44.6% | +354.2% | +331.6% |
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