+145.0%
TRV vs FWONK
+44.6%
+100.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | +1.7% | -7.7% | +9.4% | +3.2% |
| 3M | +23.9% | +5.7% | +18.2% | +22.7% |
| 6M | +26.3% | +13.5% | +12.8% | +23.3% |
| YTD | +30.8% | -3.0% | +33.8% | +31.1% |
| 1Y | +36.3% | -6.4% | +42.7% | +37.5% |
| 3Y | +145.0% | +43.8% | +101.2% | +139.7% |
| All | +145.0% | +44.6% | +100.4% | +139.7% |
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 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