+43.2%
TER vs FWONK
+0.2%
+43.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.5% | -10.3% | -6.1% |
| 7D | -19.9% | +8.9% | -28.8% | -18.6% |
| 30D | -43.5% | +4.1% | -47.7% | -42.9% |
| 3M | -37.8% | +2.6% | -40.4% | -37.3% |
| 6M | -25.6% | +12.2% | -37.8% | -26.9% |
| YTD | +29.8% | +0.4% | +29.4% | +31.3% |
| 1Y | +43.2% | -1.8% | +45.0% | +57.9% |
| All | +43.2% | +0.2% | +43.0% | +57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling