+130.3%
UAL vs FWONK
+44.6%
+85.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +3.0% | +3.1% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -12.2% | -7.7% | -4.5% | -8.9% |
| 3M | -2.5% | +5.7% | -8.2% | -6.0% |
| 6M | +21.1% | +13.5% | +7.6% | +12.7% |
| YTD | -1.8% | -3.0% | +1.2% | -1.4% |
| 1Y | +0.4% | -6.4% | +6.8% | +2.7% |
| 3Y | +130.3% | +43.8% | +86.4% | +105.9% |
| All | +130.3% | +44.6% | +85.7% | +105.9% |
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