-14.6%
PCG vs FWONK
+46.4%
-61.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.2% | -4.5% |
| 7D | +6.5% | -0.6% | +7.1% | +6.5% |
| 30D | -16.7% | -5.8% | -11.0% | -16.0% |
| 3M | -14.2% | +10.0% | -24.2% | -15.3% |
| 6M | -21.5% | +14.7% | -36.1% | -23.2% |
| YTD | -11.2% | -1.7% | -9.5% | -11.3% |
| 1Y | -4.2% | -4.6% | +0.4% | -4.0% |
| All | -14.6% | +46.4% | -61.0% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling