+18.0%
Q vs FWONK
+0.2%
+17.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | 0.0% |
| 7D | -3.3% | +8.9% | -12.1% | -2.9% |
| 30D | -9.7% | +4.1% | -13.8% | -9.6% |
| 3M | -16.1% | +2.6% | -18.7% | -16.1% |
| 6M | -15.7% | +12.2% | -27.9% | -16.9% |
| YTD | +45.7% | +0.4% | +45.3% | +44.2% |
| 1Y | +18.0% | -1.8% | +19.8% | +22.2% |
| All | +18.0% | +0.2% | +17.8% | +22.2% |
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