+120.8%
PAAS vs FWONK
+95.7%
+25.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.8% | -3.8% |
| 7D | -3.7% | -1.5% | -2.2% | -3.1% |
| 30D | -1.9% | -6.8% | +4.9% | +0.6% |
| 3M | +15.1% | +7.7% | +7.4% | +11.8% |
| 6M | -17.1% | +11.0% | -28.1% | -20.3% |
| YTD | -1.3% | -3.1% | +1.8% | -0.8% |
| 1Y | +41.1% | -3.5% | +44.5% | +41.7% |
| 3Y | +244.2% | +44.6% | +199.6% | +195.2% |
| 5Y | +120.8% | +98.3% | +22.6% | +77.9% |
| All | +120.8% | +95.7% | +25.1% | +77.9% |
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