-75.7%
PATH vs FWONK
+93.1%
-168.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.5% | -15.1% | -15.7% |
| 7D | -16.3% | -6.2% | -10.1% | -12.8% |
| 30D | +9.9% | -0.6% | +10.5% | +10.3% |
| 3M | +30.2% | +11.1% | +19.1% | +21.8% |
| 6M | +37.2% | +11.7% | +25.5% | +26.9% |
| YTD | -7.3% | -3.1% | -4.3% | -6.6% |
| 1Y | +40.0% | -4.2% | +44.2% | +41.3% |
| 3Y | -4.4% | +38.3% | -42.8% | -30.7% |
| All | -75.7% | +93.1% | -168.8% | -87.7% |
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