+26.6%
ULTA vs FWONK
-0.4%
+27.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.5% | +0.5% | +3.8% |
| 7D | +6.7% | +8.9% | -2.2% | +6.0% |
| 30D | +21.7% | +4.1% | +17.6% | +21.3% |
| 3M | +21.5% | +2.6% | +18.9% | +21.4% |
| 6M | +27.5% | +12.2% | +15.3% | +27.5% |
| YTD | +9.2% | +0.4% | +8.8% | +7.4% |
| All | +26.6% | -0.4% | +27.0% | +26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling