+69.5%
T vs FWONK
+97.7%
-28.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | +7.5% | -7.7% | +15.2% | +8.2% |
| 3M | +14.8% | +5.7% | +9.1% | +14.2% |
| 6M | -1.7% | +13.5% | -15.2% | -3.0% |
| YTD | +8.7% | -3.0% | +11.7% | +8.9% |
| 1Y | -7.5% | -6.4% | -1.1% | -7.0% |
| 3Y | +110.2% | +43.8% | +66.4% | +97.6% |
| All | +69.5% | +97.7% | -28.2% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling