+188.6%
TECK vs FWONK
+97.7%
+90.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | +0.7% | -7.7% | +8.5% | +3.9% |
| 3M | +4.6% | +5.7% | -1.1% | +1.8% |
| 6M | +25.1% | +13.5% | +11.7% | +18.2% |
| YTD | +39.2% | -3.0% | +42.1% | +39.6% |
| 1Y | +60.3% | -6.4% | +66.7% | +62.8% |
| 3Y | +62.9% | +43.8% | +19.1% | +36.4% |
| All | +188.6% | +97.7% | +90.9% | +103.2% |
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