-4.9%
SHOP vs FWONK
+0.2%
-5.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.5% | +3.8% | +5.6% |
| 7D | -9.0% | +8.9% | -17.9% | -12.8% |
| 30D | -4.4% | +4.1% | -8.6% | -6.3% |
| 3M | +24.1% | +2.6% | +21.5% | +22.2% |
| 6M | +20.0% | +12.2% | +7.8% | +14.6% |
| YTD | -4.9% | +0.4% | -5.4% | -9.6% |
| 1Y | -4.9% | -1.8% | -3.1% | -9.2% |
| All | -4.9% | +0.2% | -5.1% | -9.2% |
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