+33.3%
SHEL vs FWONK
-4.6%
+37.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.7% |
| 7D | +2.2% | -6.2% | +8.4% | +2.3% |
| 30D | +6.8% | -0.6% | +7.4% | +6.8% |
| 3M | +8.1% | +11.1% | -3.0% | +7.9% |
| 6M | +14.4% | +11.7% | +2.7% | +13.5% |
| YTD | +30.0% | -3.1% | +33.0% | +30.8% |
| 1Y | +33.3% | -4.2% | +37.5% | +35.8% |
| All | +33.3% | -4.6% | +37.9% | +35.8% |
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