+47.5%
TMUS vs FWONK
+97.7%
-50.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.8% | +2.9% |
| 7D | +0.4% | +0.1% | +0.4% | +0.4% |
| 30D | +3.5% | -7.7% | +11.3% | +4.8% |
| 3M | -1.3% | +5.7% | -7.0% | -2.2% |
| 6M | -13.6% | +13.5% | -27.1% | -15.4% |
| YTD | -8.8% | -3.0% | -5.8% | -8.5% |
| 1Y | -22.9% | -6.4% | -16.5% | -22.3% |
| 3Y | +36.7% | +43.8% | -7.1% | +25.7% |
| All | +47.5% | +97.7% | -50.2% | +19.7% |
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