+44.9%
WAB vs FWONK
+0.2%
+44.8%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.5% | -2.4% | +0.8% |
| 7D | +4.5% | +8.9% | -4.3% | +3.9% |
| 30D | +1.1% | +4.1% | -3.1% | +0.7% |
| 3M | -1.3% | +2.6% | -3.9% | -1.6% |
| 6M | +12.7% | +12.2% | +0.5% | +10.7% |
| YTD | +38.7% | +0.4% | +38.2% | +36.8% |
| 1Y | +44.9% | -1.8% | +46.7% | +46.0% |
| All | +44.9% | +0.2% | +44.8% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling