+12.1%
S vs FWONK
+44.4%
-32.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +2.4% |
| 7D | +0.1% | -1.5% | +1.6% | +0.6% |
| 30D | -11.8% | -6.8% | -5.0% | -9.6% |
| 3M | +33.9% | +7.7% | +26.2% | +30.0% |
| 6M | +40.1% | +11.0% | +29.1% | +34.2% |
| YTD | +32.1% | -3.1% | +35.2% | +33.3% |
| 1Y | +11.0% | -3.5% | +14.5% | +11.9% |
| All | +12.1% | +44.4% | -32.3% | -0.9% |
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