+15.6%
U vs FWONK
+44.6%
-29.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +5.5% | +0.1% | +5.4% | +5.5% |
| 30D | -1.3% | -7.7% | +6.5% | +2.5% |
| 3M | +64.6% | +5.7% | +58.9% | +60.8% |
| 6M | +119.4% | +13.5% | +105.9% | +107.6% |
| YTD | -0.5% | -3.0% | +2.5% | +0.8% |
| 1Y | +1.3% | -6.4% | +7.7% | +4.3% |
| 3Y | +15.6% | +43.8% | -28.2% | +1.1% |
| All | +15.6% | +44.6% | -29.0% | +1.1% |
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