+23.7%
WMB vs FWONK
+0.2%
+23.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.5% | -9.9% | -5.7% |
| 7D | -8.6% | +8.9% | -17.5% | -7.3% |
| 30D | -4.2% | +4.1% | -8.3% | -3.4% |
| 3M | -4.4% | +2.6% | -7.0% | -3.8% |
| 6M | -8.7% | +12.2% | -20.9% | -7.4% |
| YTD | +15.4% | +0.4% | +15.0% | +18.9% |
| 1Y | +23.7% | -1.8% | +25.5% | +28.5% |
| All | +23.7% | +0.2% | +23.6% | +28.5% |
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