+40.9%
REGN vs FWONK
+7.3%
+33.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +7.7% | -10.7% | -3.0% |
| 7D | +10.3% | +15.0% | -4.7% | +9.8% |
| 30D | +22.2% | +11.5% | +10.7% | +21.8% |
| 3M | +17.6% | +10.9% | +6.7% | +17.4% |
| 6M | +28.9% | +21.9% | +7.0% | +27.8% |
| YTD | +17.4% | +8.1% | +9.3% | +14.6% |
| 1Y | +40.9% | +5.0% | +35.8% | +37.1% |
| All | +40.9% | +7.3% | +33.6% | +37.1% |
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