+41.8%
TGT vs FWONK
+44.6%
-2.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | +1.2% | -7.7% | +8.9% | +1.6% |
| 3M | +18.4% | +5.7% | +12.7% | +18.3% |
| 6M | +33.4% | +13.5% | +20.0% | +32.8% |
| YTD | +63.8% | -3.0% | +66.8% | +64.7% |
| 1Y | +77.2% | -6.4% | +83.6% | +78.6% |
| 3Y | +41.8% | +43.8% | -2.0% | +44.8% |
| All | +41.8% | +44.6% | -2.8% | +44.8% |
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