+499.4%
WELL vs FWONK
+281.7%
+217.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -1.2% |
| 7D | -1.1% | -0.6% | -0.5% | -0.9% |
| 30D | +0.7% | -5.8% | +6.5% | +2.7% |
| 3M | +14.5% | +10.0% | +4.5% | +10.4% |
| 6M | +14.4% | +14.7% | -0.3% | +8.5% |
| YTD | +28.5% | -1.7% | +30.2% | +28.1% |
| 1Y | +41.8% | -4.6% | +46.4% | +42.3% |
| 3Y | +202.8% | +46.7% | +156.1% | +153.4% |
| 5Y | +208.8% | +99.4% | +109.4% | +124.0% |
| 10Y | +356.5% | +345.6% | +11.0% | +164.6% |
| All | +499.4% | +281.7% | +217.7% | +246.7% |
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 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