+184.2%
QLD vs FWONK
+43.1%
+141.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | +3.0% | -2.1% | +5.0% | +3.9% |
| 30D | -1.8% | -7.7% | +5.9% | +1.6% |
| 3M | -1.8% | +9.3% | -11.1% | -7.0% |
| 6M | +36.9% | +13.3% | +23.5% | +26.8% |
| YTD | +28.7% | -3.6% | +32.3% | +29.3% |
| 1Y | +41.9% | -6.8% | +48.7% | +44.7% |
| 3Y | +184.2% | +43.9% | +140.3% | +133.3% |
| All | +184.2% | +43.1% | +141.1% | +133.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling