+99.5%
SHOP vs FWONK
+44.6%
+54.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.6% |
| 7D | -11.2% | +0.1% | -11.3% | -11.3% |
| 30D | -14.4% | -7.7% | -6.6% | -10.1% |
| 3M | +16.6% | +5.7% | +10.9% | +12.6% |
| 6M | -0.6% | +13.5% | -14.0% | -7.7% |
| YTD | -20.0% | -3.0% | -17.0% | -18.9% |
| 1Y | -11.2% | -6.4% | -4.8% | -8.2% |
| 3Y | +99.5% | +43.8% | +55.7% | +62.5% |
| All | +99.5% | +44.6% | +54.9% | +62.5% |
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