+271.8%
TRGP vs FWONK
+276.3%
-4.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.9% |
| 7D | -0.6% | -1.5% | +1.0% | +0.2% |
| 30D | +10.0% | -6.8% | +16.7% | +13.7% |
| 3M | +7.6% | +7.7% | -0.1% | +2.7% |
| 6M | +26.8% | +11.0% | +15.8% | +18.2% |
| YTD | +60.6% | -3.1% | +63.7% | +59.8% |
| 1Y | +82.5% | -3.5% | +85.9% | +81.5% |
| 3Y | +265.0% | +44.6% | +220.4% | +181.5% |
| 5Y | +645.9% | +98.3% | +547.6% | +366.5% |
| 10Y | +850.6% | +339.3% | +511.3% | +300.3% |
| All | +271.8% | +276.3% | -4.5% | +43.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling