+99.6%
PSX vs FWONK
-4.6%
+104.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | 0.0% |
| 7D | +4.5% | -6.2% | +10.7% | +3.7% |
| 30D | +26.6% | -0.6% | +27.2% | +26.5% |
| 3M | +39.3% | +11.1% | +28.2% | +41.8% |
| 6M | +56.8% | +11.7% | +45.1% | +59.4% |
| YTD | +101.8% | -3.1% | +104.9% | +108.9% |
| 1Y | +99.6% | -4.2% | +103.8% | +107.6% |
| All | +99.6% | -4.6% | +104.2% | +107.6% |
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