+557.6%
PL vs FWONK
+66.5%
+491.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.1% |
| 7D | +5.6% | +14.0% | -8.4% | -2.1% |
| 30D | -16.9% | +15.8% | -32.8% | -23.8% |
| 3M | -38.2% | +6.0% | -44.3% | -40.4% |
| 6M | -63.4% | +15.3% | -78.8% | -66.7% |
| YTD | -27.6% | +10.6% | -38.2% | -32.2% |
| 1Y | +6.6% | +7.0% | -0.4% | +2.8% |
| 3Y | +557.6% | +60.6% | +497.0% | +382.3% |
| All | +557.6% | +66.5% | +491.1% | +382.3% |
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