+71.3%
V vs FWONK
+97.7%
-26.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +3.1% | -7.7% | +10.8% | +5.3% |
| 3M | +16.3% | +5.7% | +10.6% | +14.4% |
| 6M | +20.4% | +13.5% | +6.9% | +15.8% |
| YTD | +6.3% | -3.0% | +9.2% | +6.6% |
| 1Y | +8.7% | -6.4% | +15.1% | +10.0% |
| 3Y | +53.3% | +43.8% | +9.5% | +33.9% |
| All | +71.3% | +97.7% | -26.4% | +24.0% |
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