+1,697.2%
PWR vs FWONK
+276.3%
+1,420.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.9% |
| 7D | -0.2% | -1.5% | +1.3% | +0.3% |
| 30D | -7.7% | -6.8% | -1.0% | -5.8% |
| 3M | -4.9% | +7.7% | -12.6% | -8.0% |
| 6M | +9.7% | +11.0% | -1.2% | +4.8% |
| YTD | +46.7% | -3.1% | +49.8% | +46.1% |
| 1Y | +58.7% | -3.5% | +62.2% | +57.9% |
| 3Y | +200.7% | +44.6% | +156.1% | +156.6% |
| 5Y | +438.6% | +98.3% | +340.3% | +306.3% |
| 10Y | +2,392.1% | +339.3% | +2,052.8% | +1,278.1% |
| All | +1,697.2% | +276.3% | +1,420.9% | +817.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling