-33.9%
PTC vs FWONK
-4.6%
-29.3%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.5% | -4.6% | -5.7% |
| 7D | -10.3% | -6.2% | -4.1% | -9.1% |
| 30D | +1.1% | -0.6% | +1.7% | +1.4% |
| 3M | +1.6% | +11.1% | -9.5% | +0.5% |
| 6M | -13.5% | +11.7% | -25.2% | -14.3% |
| YTD | -19.1% | -3.1% | -16.0% | -19.5% |
| 1Y | -33.9% | -4.2% | -29.7% | -34.3% |
| All | -33.9% | -4.6% | -29.3% | -34.3% |
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 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