+7,358.2%
SHOP vs FWONK
+260.9%
+7,097.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.9% | -7.4% | -6.4% |
| 7D | -10.6% | -0.6% | -10.0% | -10.4% |
| 30D | -18.3% | -5.8% | -12.5% | -16.0% |
| 3M | +14.8% | +10.0% | +4.8% | +9.6% |
| 6M | -5.0% | +14.7% | -19.7% | -11.0% |
| YTD | -21.2% | -1.7% | -19.5% | -21.0% |
| 1Y | -11.6% | -4.6% | -7.0% | -10.4% |
| 3Y | +101.2% | +46.7% | +54.6% | +66.5% |
| 5Y | -15.7% | +99.4% | -115.1% | -36.8% |
| 10Y | +2,989.4% | +345.6% | +2,643.9% | +1,626.5% |
| All | +7,358.2% | +260.9% | +7,097.3% | +3,924.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling