+2,464.7%
SMH vs FWONK
+276.9%
+2,187.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -2.8% | -7.7% | +5.0% | -0.2% |
| 3M | -6.7% | +5.7% | -12.4% | -9.1% |
| 6M | +41.8% | +13.5% | +28.3% | +34.3% |
| YTD | +57.9% | -3.0% | +60.8% | +57.5% |
| 1Y | +87.6% | -6.4% | +94.1% | +89.2% |
| 3Y | +282.9% | +43.8% | +239.1% | +226.2% |
| 5Y | +330.4% | +98.6% | +231.8% | +227.5% |
| 10Y | +1,857.0% | +340.0% | +1,517.0% | +1,023.7% |
| All | +2,464.7% | +276.9% | +2,187.8% | +1,290.9% |
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