+14.1%
QLD vs FWONK
+7.9%
+6.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.5% |
| 7D | +7.0% | +2.5% | +4.5% | +7.1% |
| 30D | -14.3% | +20.0% | -34.3% | -14.8% |
| 3M | -16.0% | +5.2% | -21.2% | -15.4% |
| 6M | -14.2% | +18.7% | -32.9% | -15.5% |
| YTD | +12.8% | +10.7% | +2.1% | +10.1% |
| 1Y | +14.1% | +8.2% | +5.8% | +13.2% |
| All | +14.1% | +7.9% | +6.1% | +13.2% |
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