+96.2%
SMH vs FWONK
-4.6%
+100.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.5% |
| 7D | +2.5% | -6.2% | +8.7% | +2.2% |
| 30D | -0.5% | -0.6% | +0.1% | -0.6% |
| 3M | -9.6% | +11.1% | -20.7% | -11.1% |
| 6M | +42.1% | +11.7% | +30.4% | +39.7% |
| YTD | +57.4% | -3.1% | +60.5% | +56.1% |
| 1Y | +96.2% | -4.2% | +100.4% | +100.2% |
| All | +96.2% | -4.6% | +100.8% | +100.2% |
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