+26.7%
Q vs FWONK
-0.2%
+26.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.6% |
| 7D | +0.2% | -6.2% | +6.4% | -0.1% |
| 30D | -11.1% | -0.6% | -10.6% | -11.2% |
| 3M | -22.1% | +11.1% | -33.2% | -23.2% |
| 6M | +0.5% | +11.7% | -11.2% | -2.1% |
| YTD | +47.8% | -3.1% | +50.9% | +47.0% |
| All | +26.7% | -0.2% | +26.9% | +23.6% |
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