+469.4%
PWR vs FWONK
+97.7%
+371.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.1% |
| 7D | +4.2% | +0.1% | +4.1% | +4.1% |
| 30D | -4.0% | -7.7% | +3.7% | -2.0% |
| 3M | -4.8% | +5.7% | -10.5% | -7.2% |
| 6M | +14.6% | +13.5% | +1.2% | +8.7% |
| YTD | +54.2% | -3.0% | +57.2% | +53.8% |
| 1Y | +67.1% | -6.4% | +73.5% | +68.5% |
| 3Y | +218.5% | +43.8% | +174.6% | +171.5% |
| All | +469.4% | +97.7% | +371.7% | +295.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling