+272.7%
PNC vs FWONK
+340.2%
-67.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -0.6% | +0.1% | -0.6% | -0.6% |
| 30D | -4.4% | -7.7% | +3.3% | -1.5% |
| 3M | +5.2% | +5.7% | -0.5% | +2.6% |
| 6M | +20.6% | +13.5% | +7.2% | +13.9% |
| YTD | +19.8% | -3.0% | +22.7% | +19.7% |
| 1Y | +24.4% | -6.4% | +30.8% | +25.8% |
| 3Y | +131.2% | +43.8% | +87.4% | +92.3% |
| 5Y | +53.1% | +98.6% | -45.5% | +7.7% |
| All | +272.7% | +340.2% | -67.5% | +101.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling