+198.5%
WELL vs FWONK
+44.4%
+154.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.1% |
| 7D | -2.2% | -1.5% | -0.7% | -2.0% |
| 30D | +4.7% | -6.8% | +11.5% | +5.6% |
| 3M | +11.9% | +7.7% | +4.2% | +10.7% |
| 6M | +14.3% | +11.0% | +3.3% | +12.4% |
| YTD | +28.4% | -3.1% | +31.5% | +28.5% |
| 1Y | +42.3% | -3.5% | +45.8% | +42.3% |
| All | +198.5% | +44.4% | +154.1% | +177.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling