+647.2%
V vs FWONK
+274.4%
+372.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -1.1% | -2.1% | +1.0% | -0.4% |
| 30D | +1.9% | -7.7% | +9.6% | +4.4% |
| 3M | +15.5% | +9.3% | +6.2% | +12.2% |
| 6M | +16.6% | +13.3% | +3.3% | +11.7% |
| YTD | +5.7% | -3.6% | +9.4% | +6.2% |
| 1Y | +8.6% | -6.8% | +15.3% | +9.9% |
| 3Y | +52.5% | +43.9% | +8.6% | +32.2% |
| 5Y | +67.1% | +94.4% | -27.3% | +29.4% |
| 10Y | +376.8% | +353.8% | +23.0% | +181.6% |
| All | +647.2% | +274.4% | +372.8% | +319.4% |
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