+494.9%
P vs FWONK
+270.4%
+224.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | +7.8% | -2.1% | +9.9% | +8.8% |
| 30D | +12.3% | -7.7% | +20.0% | +15.9% |
| 3M | +37.1% | +9.3% | +27.8% | +30.9% |
| 6M | +66.1% | +13.3% | +52.7% | +55.3% |
| YTD | +50.9% | -3.6% | +54.5% | +51.3% |
| 1Y | +27.2% | -6.8% | +34.0% | +29.2% |
| 3Y | +158.7% | +43.9% | +114.8% | +116.9% |
| 5Y | +291.1% | +94.4% | +196.7% | +182.3% |
| 10Y | +715.0% | +353.8% | +361.2% | +336.0% |
| All | +494.9% | +270.4% | +224.6% | +194.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling