+72.6%
TEL vs FWONK
+44.6%
+28.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | -0.7% | -7.7% | +7.1% | +1.3% |
| 3M | +2.4% | +5.7% | -3.3% | +0.5% |
| 6M | +4.1% | +13.5% | -9.3% | -0.1% |
| YTD | -5.8% | -3.0% | -2.9% | -5.4% |
| 1Y | +0.9% | -6.4% | +7.3% | +2.4% |
| 3Y | +72.6% | +43.8% | +28.8% | +54.1% |
| All | +72.6% | +44.6% | +28.0% | +54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling