+46.9%
ULTA vs FWONK
+97.7%
-50.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +2.8% | -7.7% | +10.5% | +5.0% |
| 3M | +14.8% | +5.7% | +9.1% | +12.8% |
| 6M | -16.2% | +13.5% | -29.7% | -19.5% |
| YTD | -9.6% | -3.0% | -6.7% | -9.3% |
| 1Y | +4.8% | -6.4% | +11.2% | +6.1% |
| 3Y | +30.7% | +43.8% | -13.1% | +15.2% |
| All | +46.9% | +97.7% | -50.8% | +12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling