+1.3%
WAT vs FWONK
+97.7%
-96.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -0.3% | +0.1% | -0.3% | -0.3% |
| 30D | -1.9% | -7.7% | +5.9% | +0.2% |
| 3M | +13.5% | +5.7% | +7.8% | +11.6% |
| 6M | +37.2% | +13.5% | +23.8% | +32.0% |
| YTD | +7.5% | -3.0% | +10.5% | +7.8% |
| 1Y | +35.0% | -6.4% | +41.4% | +36.6% |
| 3Y | +55.1% | +43.8% | +11.3% | +36.8% |
| All | +1.3% | +97.7% | -96.4% | -19.2% |
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