+267.5%
P vs FWONK
+98.5%
+169.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.9% | -6.0% | -4.9% |
| 7D | +5.0% | -0.6% | +5.6% | +5.2% |
| 30D | -0.9% | -5.8% | +4.8% | +1.3% |
| 3M | +38.7% | +10.0% | +28.6% | +31.5% |
| 6M | +54.4% | +14.7% | +39.7% | +42.6% |
| YTD | +44.8% | -1.7% | +46.6% | +44.1% |
| 1Y | +22.5% | -4.6% | +27.2% | +23.4% |
| 3Y | +148.2% | +46.7% | +101.6% | +106.3% |
| All | +267.5% | +98.5% | +169.0% | +131.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling