+201.0%
URI vs FWONK
+95.7%
+105.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.4% | -2.5% | -3.3% |
| 7D | -0.5% | -1.5% | +1.1% | +0.1% |
| 30D | -13.4% | -6.8% | -6.6% | -11.0% |
| 3M | -6.2% | +7.7% | -13.9% | -9.5% |
| 6M | +28.0% | +11.0% | +17.0% | +21.3% |
| YTD | +23.0% | -3.1% | +26.1% | +23.1% |
| 1Y | +5.5% | -3.5% | +9.0% | +5.6% |
| 3Y | +119.2% | +44.6% | +74.6% | +78.8% |
| 5Y | +201.0% | +98.3% | +102.8% | +83.2% |
| All | +201.0% | +95.7% | +105.3% | +83.2% |
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