+61.6%
PBR vs FWONK
+7.3%
+54.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +7.7% | -11.8% | -2.8% |
| 7D | -14.2% | +15.0% | -29.2% | -12.2% |
| 30D | -21.0% | +11.5% | -32.5% | -19.4% |
| 3M | +5.4% | +10.9% | -5.5% | +6.8% |
| 6M | -10.4% | +21.9% | -32.3% | -8.6% |
| YTD | +65.5% | +8.1% | +57.4% | +67.7% |
| 1Y | +61.6% | +5.0% | +56.5% | +62.6% |
| All | +61.6% | +7.3% | +54.3% | +62.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling