+463.9%
UNH vs FWONK
+276.9%
+187.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.5% | -2.4% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | -6.5% | -7.7% | +1.2% | -5.0% |
| 3M | -6.0% | +5.7% | -11.7% | -7.3% |
| 6M | +33.7% | +13.5% | +20.2% | +29.5% |
| YTD | +16.4% | -3.0% | +19.4% | +16.5% |
| 1Y | +10.1% | -6.4% | +16.5% | +10.9% |
| 3Y | -16.3% | +43.8% | -60.1% | -25.3% |
| 5Y | +2.1% | +98.6% | -96.5% | -17.8% |
| 10Y | +233.1% | +340.0% | -106.9% | +110.3% |
| All | +463.9% | +276.9% | +187.0% | +238.9% |
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 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