+246.7%
TECH vs FWONK
+274.4%
-27.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +0.2% | -2.1% | +2.2% | +0.7% |
| 30D | +0.1% | -7.7% | +7.8% | +2.1% |
| 3M | +37.5% | +9.3% | +28.2% | +34.3% |
| 6M | +34.6% | +13.3% | +21.2% | +29.8% |
| YTD | +23.5% | -3.6% | +27.1% | +23.9% |
| 1Y | +34.4% | -6.8% | +41.2% | +35.7% |
| 3Y | +2.3% | +43.9% | -41.6% | -8.0% |
| 5Y | -41.7% | +94.4% | -136.1% | -51.3% |
| 10Y | +177.6% | +353.8% | -176.2% | +96.5% |
| All | +246.7% | +274.4% | -27.7% | +140.2% |
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 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