+72.4%
UBER vs FWONK
+154.1%
-81.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -5.4% | +0.1% | -5.5% | -5.5% |
| 30D | -4.9% | -7.7% | +2.8% | -0.6% |
| 3M | +3.0% | +5.7% | -2.7% | -0.4% |
| 6M | -4.4% | +13.5% | -17.9% | -11.8% |
| YTD | -12.3% | -3.0% | -9.3% | -12.1% |
| 1Y | -24.3% | -6.4% | -17.9% | -22.9% |
| 3Y | +46.4% | +43.8% | +2.6% | +10.4% |
| 5Y | +79.7% | +98.6% | -18.9% | +7.4% |
| All | +72.4% | +154.1% | -81.7% | -25.5% |
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