+134.1%
PSX vs FWONK
+44.6%
+89.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +15.6% | -7.7% | +23.4% | +16.5% |
| 3M | +46.5% | +5.7% | +40.7% | +45.4% |
| 6M | +55.0% | +13.5% | +41.5% | +51.9% |
| YTD | +105.3% | -3.0% | +108.3% | +106.9% |
| 1Y | +101.6% | -6.4% | +108.0% | +104.6% |
| 3Y | +134.1% | +43.8% | +90.3% | +121.0% |
| All | +134.1% | +44.6% | +89.5% | +121.0% |
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