+43.6%
UNP vs FWONK
+44.6%
-1.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | -2.7% | -7.7% | +5.0% | -1.4% |
| 3M | +6.5% | +5.7% | +0.8% | +5.3% |
| 6M | +14.4% | +13.5% | +0.9% | +11.4% |
| YTD | +24.8% | -3.0% | +27.8% | +25.1% |
| 1Y | +34.4% | -6.4% | +40.8% | +35.6% |
| 3Y | +43.6% | +43.8% | -0.2% | +35.3% |
| All | +43.6% | +44.6% | -1.0% | +35.3% |
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